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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 | $11,468 | $217,432-94.7% | $185,849-93.8% | $167,536-93.2% |
| Participation rate | 22.7% | 86.1%-63.3pp | 81.7%-59.0pp | 82.1%-59.4pp |
| Annual return | 34.98% | 148.42%-113.4pp | 122.10%-87.1pp | 478.82%-443.8pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $92 | $6,357-98.6% | $5,569-98.3% | $6,342-98.5% |
| Admin fee / account holder | $5,212 | $19,818-73.7% | $16,244-67.9% | $12,315-57.7% |