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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 | $3,596 | $175,257-97.9% | $149,717-97.6% | $139,456-97.4% |
| Participation rate | 14.3% | 83.4%-69.1pp | 78.8%-64.5pp | 80.3%-66.0pp |
| Annual return | 16.25% | 166.70%-150.4pp | 134.41%-118.2pp | 373.45%-357.2pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $297 | $6,521-95.4% | $5,682-94.8% | $6,711-95.6% |
| Admin fee / account holder | $893 | $16,156-94.5% | $13,213-93.2% | $11,407-92.2% |