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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 | $20,190 | $209,422-90.4% | $178,503-88.7% | $158,982-87.3% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 8.60% | 188.81%-180.2pp | 151.12%-142.5pp | 302.99%-294.4pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,043 | $5,955-82.5% | $5,202-80.0% | $5,983-82.6% |
| Admin fee / account holder | $5,096 | $17,079-70.2% | $13,987-63.6% | $11,252-54.7% |