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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 | $24,172 | $202,345-88.1% | $172,755-86.0% | $152,885-84.2% |
| Participation rate | 27.3% | 87.1%-59.8pp | 82.6%-55.4pp | 82.5%-55.2pp |
| Annual return | 23.44% | 1029.77%-1006.3pp | 802.94%-779.5pp | 345.39%-321.9pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,032 | $5,948-65.8% | $5,198-60.9% | $5,851-65.3% |
| Admin fee / account holder | $3,358 | $17,111-80.4% | $13,955-75.9% | $11,598-71.1% |