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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,772 | $159,978-93.9% | $147,041-93.4% | $145,978-93.3% |
| Participation rate | 43.5% | 84.0%-40.5pp | 82.2%-38.7pp | 80.3%-36.8pp |
| Annual return | 9.87% | 98.36%-88.5pp | 419.21%-409.3pp | 550.52%-540.6pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,049 | $8,429-87.6% | $8,071-87.0% | $6,690-84.3% |
| Admin fee / account holder | $1,437 | $15,053-90.5% | $13,006-88.9% | $13,400-89.3% |