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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 | $18,506 | $197,625-90.6% | $177,840-89.6% | $158,966-88.4% |
| Participation rate | 27.3% | 88.5%-61.3pp | 87.7%-60.4pp | 82.0%-54.7pp |
| Annual return | 8.51% | 58.76%-50.2pp | 48.32%-39.8pp | 302.95%-294.4pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $577 | $8,405-93.1% | $7,714-92.5% | $5,983-90.4% |
| Admin fee / account holder | $16,914 | $15,405+9.8% | $12,431+36.1% | $11,250+50.3% |