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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 | $10,900 | $198,457-94.5% | $170,435-93.6% | $147,586-92.6% |
| Participation rate | 15.8% | 88.0%-72.2pp | 83.6%-67.8pp | 82.8%-67.0pp |
| Annual return | 34.34% | 257.30%-223.0pp | 205.94%-171.6pp | 578.59%-544.3pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,698 | $5,629-69.8% | $4,939-65.6% | $5,439-68.8% |
| Admin fee / account holder | $3,350 | $16,852-80.1% | $13,881-75.9% | $10,886-69.2% |