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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 | $19,561 | $228,395-91.4% | $185,861-89.5% | $158,982-87.7% |
| Participation rate | 17.4% | 82.3%-64.9pp | 78.0%-60.7pp | 82.0%-64.6pp |
| Annual return | 11.36% | 40.82%-29.5pp | 35.96%-24.6pp | 302.99%-291.6pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $954 | $6,417-85.1% | $5,634-83.1% | $5,983-84.1% |
| Admin fee / account holder | $21,433 | $11,869+80.6% | $9,503+125.5% | $11,252+90.5% |