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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 | $20,167 | $157,296-87.2% | $141,191-85.7% | $152,897-86.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 17.20% | 64.34%-47.1pp | 71.41%-54.2pp | 345.43%-328.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,035 | $7,111-71.4% | $6,710-69.7% | $5,851-65.2% |
| Admin fee / account holder | $4,636 | $12,125-61.8% | $10,264-54.8% | $11,599-60.0% |