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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 | $10,776 | $198,462-94.6% | $170,439-93.7% | $147,585-92.7% |
| Participation rate | 29.4% | 88.0%-58.6pp | 83.6%-54.2pp | 82.8%-53.4pp |
| Annual return | 19.18% | 257.30%-238.1pp | 205.94%-186.8pp | 578.58%-559.4pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $662 | $5,629-88.2% | $4,939-86.6% | $5,439-87.8% |
| Admin fee / account holder | $674 | $16,852-96.0% | $13,881-95.1% | $10,886-93.8% |