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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 | $15,453 | $112,935-86.3% | $90,970-83.0% | $158,966-90.3% |
| Participation rate | 21.1% | 74.7%-53.7pp | 69.0%-48.0pp | 82.0%-60.9pp |
| Annual return | 17.24% | 215.79%-198.6pp | 134.58%-117.3pp | 302.95%-285.7pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $560 | $4,129-86.4% | $3,373-83.4% | $5,983-90.6% |
| Admin fee / account holder | $1,908 | $8,045-76.3% | $5,960-68.0% | $11,250-83.0% |