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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 | $14,249 | $165,399-91.4% | $149,745-90.5% | $158,982-91.0% |
| Participation rate | 31.8% | 84.6%-52.8pp | 82.5%-50.7pp | 82.0%-50.1pp |
| Annual return | 12.60% | 348.34%-335.7pp | 276.72%-264.1pp | 302.99%-290.4pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $469 | $7,183-93.5% | $6,843-93.1% | $5,983-92.2% |
| Admin fee / account holder | $1,406 | $10,811-87.0% | $9,312-84.9% | $11,252-87.5% |