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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 | $34,576 | $227,399-84.8% | $189,758-81.8% | $198,609-82.6% |
| Participation rate | 57.1% | 84.0%-26.9pp | 79.8%-22.7pp | 82.4%-25.2pp |
| Annual return | 19.05% | 61.03%-42.0pp | 52.62%-33.6pp | 202.70%-183.6pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $461 | $6,837-93.3% | $5,856-92.1% | $6,977-93.4% |
| Admin fee / account holder | $5,001 | $25,162-80.1% | $20,388-75.5% | $19,030-73.7% |