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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 | $21,615 | $202,342-89.3% | $172,752-87.5% | $152,897-85.9% |
| Participation rate | 22.7% | 87.1%-64.3pp | 82.6%-59.9pp | 82.5%-59.7pp |
| Annual return | 24.92% | 1029.83%-1004.9pp | 802.97%-778.0pp | 345.43%-320.5pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $573 | $5,948-90.4% | $5,198-89.0% | $5,851-90.2% |
| Admin fee / account holder | $5,515 | $17,111-67.8% | $13,955-60.5% | $11,599-52.5% |