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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 | $5,082 | $217,432-97.7% | $185,851-97.3% | $167,553-97.0% |
| Participation rate | 41.7% | 86.1%-44.4pp | 81.7%-40.0pp | 82.1%-40.4pp |
| Annual return | 11.13% | 148.43%-137.3pp | 122.11%-111.0pp | 478.89%-467.8pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $368 | $6,357-94.2% | $5,569-93.4% | $6,343-94.2% |
| Admin fee / account holder | $511 | $19,820-97.4% | $16,245-96.9% | $12,316-95.9% |