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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 | $22,343 | $180,466-87.6% | $154,114-85.5% | $135,382-83.5% |
| Participation rate | 53.8% | 87.4%-33.6pp | 83.0%-29.2pp | 82.6%-28.8pp |
| Annual return | 8.87% | 888.15%-879.3pp | 735.16%-726.3pp | 519.77%-510.9pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $234 | $5,806-96.0% | $5,081-95.4% | $5,609-95.8% |
| Admin fee / account holder | $532 | $16,144-96.7% | $13,411-96.0% | $10,829-95.1% |