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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 | $613 | $202,342-99.7% | $172,753-99.6% | $152,909-99.6% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 14.96% | 1029.88%-1014.9pp | 803.00%-788.0pp | 345.46%-330.5pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $292 | $5,948-95.1% | $5,198-94.4% | $5,851-95.0% |
| Admin fee / account holder | $18,529 | $17,112+8.3% | $13,956+32.8% | $11,601+59.7% |