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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 | $8,077 | $175,259-95.4% | $149,723-94.6% | $139,487-94.2% |
| Participation rate | 38.1% | 83.4%-45.3pp | 78.8%-40.7pp | 80.3%-42.2pp |
| Annual return | 12.35% | 166.82%-154.5pp | 134.50%-122.2pp | 373.84%-361.5pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $542 | $6,522-91.7% | $5,682-90.5% | $6,713-91.9% |
| Admin fee / account holder | $568 | $16,158-96.5% | $13,215-95.7% | $11,407-95.0% |