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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 | $13,263 | $175,212-92.4% | $149,682-91.1% | $139,427-90.5% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 19.03% | 166.63%-147.6pp | 134.35%-115.3pp | 373.27%-354.2pp |
| Employer contribution / active EE | $0 | $5,475-100.0% | $4,818-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $1,270 | $6,520-80.5% | $5,681-77.6% | $6,711-81.1% |
| Admin fee / account holder | $1,299 | $16,150-92.0% | $13,210-90.2% | $11,404-88.6% |