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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 | $7,338 | $168,635-95.6% | $147,617-95.0% | $125,389-94.1% |
| Participation rate | 38.1% | 88.8%-50.7pp | 84.6%-46.5pp | 83.2%-45.1pp |
| Annual return | 220.69% | 77.65%+143.0pp | 61.98%+158.7pp | 282.24%-61.6pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $680 | $5,507-87.6% | $4,895-86.1% | $5,352-87.3% |
| Admin fee / account holder | $678 | $13,580-95.0% | $11,612-94.2% | $9,541-92.9% |