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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 | $13,793 | $202,342-93.2% | $172,753-92.0% | $152,909-91.0% |
| Participation rate | 52.6% | 87.1%-34.4pp | 82.6%-30.0pp | 82.5%-29.8pp |
| Annual return | 16.37% | 1029.88%-1013.5pp | 803.00%-786.6pp | 345.46%-329.1pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,672 | $5,948-71.9% | $5,198-67.8% | $5,851-71.4% |
| Admin fee / account holder | $1,053 | $17,112-93.8% | $13,956-92.5% | $11,601-90.9% |