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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 | $15,576 | $209,422-92.6% | $178,503-91.3% | $158,982-90.2% |
| Participation rate | 30.0% | 86.4%-56.4pp | 81.9%-51.9pp | 82.0%-52.0pp |
| Annual return | 86.86% | 188.81%-101.9pp | 151.12%-64.3pp | 302.99%-216.1pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $771 | $5,955-87.1% | $5,202-85.2% | $5,983-87.1% |
| Admin fee / account holder | $2,159 | $17,079-87.4% | $13,987-84.6% | $11,252-80.8% |