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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 | $27,099 | $183,978-85.3% | $162,171-83.3% | $152,885-82.3% |
| Participation rate | 26.7% | 88.5%-61.8pp | 87.6%-60.9pp | 82.5%-55.8pp |
| Annual return | 18.32% | 150.78%-132.5pp | 115.60%-97.3pp | 345.39%-327.1pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,276 | $8,033-84.1% | $7,297-82.5% | $5,851-78.2% |
| Admin fee / account holder | $8,222 | $13,122-37.3% | $10,843-24.2% | $11,598-29.1% |