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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 | $22,053 | $185,905-88.1% | $170,057-87.0% | $139,487-84.2% |
| Participation rate | 35.3% | 87.8%-52.5pp | 87.0%-51.7pp | 80.3%-45.0pp |
| Annual return | 15.45% | 60.56%-45.1pp | 53.42%-38.0pp | 373.84%-358.4pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $517 | $11,627-95.6% | $10,411-95.0% | $6,713-92.3% |
| Admin fee / account holder | $6,309 | $15,397-59.0% | $12,826-50.8% | $11,407-44.7% |