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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 | $6,636 | $202,326-96.7% | $172,745-96.2% | $152,870-95.7% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.4%-49.1pp |
| Annual return | 18.40% | 1029.72%-1011.3pp | 802.90%-784.5pp | 345.34%-326.9pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $770 | $5,948-87.1% | $5,197-85.2% | $5,850-86.8% |
| Admin fee / account holder | $7,680 | $17,110-55.1% | $13,954-45.0% | $11,597-33.8% |