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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 | $5,163 | $209,847-97.5% | $189,520-97.3% | $167,518-96.9% |
| Participation rate | 46.2% | 88.7%-42.5pp | 87.8%-41.7pp | 82.1%-36.0pp |
| Annual return | 10.56% | 748.45%-737.9pp | 555.25%-544.7pp | 478.71%-468.1pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $915 | $8,934-89.8% | $8,220-88.9% | $6,342-85.6% |
| Admin fee / account holder | $3,415 | $14,295-76.1% | $12,046-71.6% | $12,312-72.3% |