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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 | $4,677 | $226,090-97.9% | $182,531-97.4% | $152,885-96.9% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.5%-22.5pp |
| Annual return | 15.48% | 192.57%-177.1pp | 148.57%-133.1pp | 345.39%-329.9pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $304 | $6,369-95.2% | $5,525-94.5% | $5,851-94.8% |
| Admin fee / account holder | $11,084 | $10,705+3.5% | $8,593+29.0% | $11,598-4.4% |