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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 | $7,183 | $180,749-96.0% | $160,784-95.5% | $137,256-94.8% |
| Participation rate | 54.5% | 80.0%-25.4pp | 77.0%-22.4pp | 80.0%-25.4pp |
| Annual return | 11.03% | 2234.46%-2223.4pp | 1803.92%-1792.9pp | 220.34%-209.3pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $800 | $6,844-88.3% | $6,293-87.3% | $6,407-87.5% |
| Admin fee / account holder | $12,067 | $10,397+16.1% | $9,717+24.2% | $12,270-1.7% |