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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 | $13,909 | $184,000-92.4% | $162,185-91.4% | $152,909-90.9% |
| Participation rate | 52.2% | 88.5%-36.3pp | 87.6%-35.4pp | 82.5%-30.3pp |
| Annual return | 22.78% | 150.80%-128.0pp | 115.61%-92.8pp | 345.46%-322.7pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,712 | $8,033-78.7% | $7,297-76.5% | $5,851-70.7% |
| Admin fee / account holder | $661 | $13,124-95.0% | $10,844-93.9% | $11,601-94.3% |