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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 | $175,259-92.4% | $149,723-91.1% | $139,487-90.5% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 19.03% | 166.82%-147.8pp | 134.50%-115.5pp | 373.84%-354.8pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,270 | $6,522-80.5% | $5,682-77.7% | $6,713-81.1% |
| Admin fee / account holder | $1,299 | $16,158-92.0% | $13,215-90.2% | $11,407-88.6% |