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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 | $8,920 | $198,457-95.5% | $170,435-94.8% | $147,586-94.0% |
| Participation rate | 22.7% | 88.0%-65.2pp | 83.6%-60.9pp | 82.8%-60.1pp |
| Annual return | 12.45% | 257.30%-244.9pp | 205.94%-193.5pp | 578.59%-566.1pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $439 | $5,629-92.2% | $4,939-91.1% | $5,439-91.9% |
| Admin fee / account holder | $867 | $16,852-94.9% | $13,881-93.8% | $10,886-92.0% |