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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 | $5,149 | $184,000-97.2% | $162,185-96.8% | $152,909-96.6% |
| Participation rate | 38.5% | 88.5%-50.0pp | 87.6%-49.1pp | 82.5%-44.0pp |
| Annual return | 21.62% | 150.80%-129.2pp | 115.61%-94.0pp | 345.46%-323.8pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $200 | $8,033-97.5% | $7,297-97.3% | $5,851-96.6% |
| Admin fee / account holder | $1,563 | $13,124-88.1% | $10,844-85.6% | $11,601-86.5% |