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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 | $6,875 | $202,342-96.6% | $172,752-96.0% | $152,897-95.5% |
| Participation rate | 29.2% | 87.1%-57.9pp | 82.6%-53.5pp | 82.5%-53.3pp |
| Annual return | 18.24% | 1029.83%-1011.6pp | 802.97%-784.7pp | 345.43%-327.2pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $888 | $5,948-85.1% | $5,198-82.9% | $5,851-84.8% |
| Admin fee / account holder | $3,690 | $17,111-78.4% | $13,955-73.6% | $11,599-68.2% |