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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 | $1,905 | $209,428-99.1% | $178,498-98.9% | $158,950-98.8% |
| Participation rate | 28.6% | 86.4%-57.8pp | 81.9%-53.4pp | 82.0%-53.4pp |
| Annual return | 30.54% | 188.78%-158.2pp | 151.09%-120.6pp | 302.91%-272.4pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,494 | $5,955-74.9% | $5,202-71.3% | $5,983-75.0% |
| Admin fee / account holder | $3,669 | $17,077-78.5% | $13,985-73.8% | $11,248-67.4% |