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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 | $27,731 | $209,425-86.8% | $178,499-84.5% | $158,966-82.6% |
| Participation rate | 38.5% | 86.4%-47.9pp | 81.9%-43.5pp | 82.0%-43.5pp |
| Annual return | 15.15% | 188.80%-173.7pp | 151.10%-136.0pp | 302.95%-287.8pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $986 | $5,955-83.4% | $5,202-81.0% | $5,983-83.5% |
| Admin fee / account holder | $468 | $17,078-97.3% | $13,986-96.7% | $11,250-95.8% |