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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 | $4,769 | $160,070-97.0% | $147,117-96.8% | $145,897-96.7% |
| Participation rate | 12.5% | 84.0%-71.5pp | 82.2%-69.7pp | 80.3%-67.8pp |
| Annual return | 18.92% | 98.69%-79.8pp | 420.54%-401.6pp | 552.29%-533.4pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $530 | $8,419-93.7% | $8,065-93.4% | $6,689-92.1% |
| Admin fee / account holder | $1,657 | $15,035-89.0% | $12,993-87.2% | $13,390-87.6% |