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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 | $24,139 | $176,786-86.3% | $146,643-83.5% | $167,536-85.6% |
| Participation rate | 38.9% | 83.6%-44.7pp | 80.1%-41.2pp | 82.1%-43.2pp |
| Annual return | 17.61% | 24.04%-6.4pp | 22.75%-5.1pp | 478.82%-461.2pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $838 | $6,440-87.0% | $5,506-84.8% | $6,342-86.8% |
| Admin fee / account holder | $11,312 | $13,262-14.7% | $10,280+10.0% | $12,315-8.1% |