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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 | $5,170 | $209,422-97.5% | $178,503-97.1% | $158,982-96.7% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 13.77% | 188.81%-175.0pp | 151.12%-137.4pp | 302.99%-289.2pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,454 | $5,955-75.6% | $5,202-72.0% | $5,983-75.7% |
| Admin fee / account holder | $1,490 | $17,079-91.3% | $13,987-89.3% | $11,252-86.8% |