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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 | $11,862 | $202,345-94.1% | $172,755-93.1% | $152,885-92.2% |
| Participation rate | 47.8% | 87.1%-39.2pp | 82.6%-34.8pp | 82.5%-34.6pp |
| Annual return | 20.23% | 1029.77%-1009.5pp | 802.94%-782.7pp | 345.39%-325.2pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,081 | $5,948-65.0% | $5,198-60.0% | $5,851-64.4% |
| Admin fee / account holder | $1,932 | $17,111-88.7% | $13,955-86.2% | $11,598-83.3% |