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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 | $18,115 | $165,361-89.0% | $149,715-87.9% | $158,950-88.6% |
| Participation rate | 38.9% | 84.6%-45.7pp | 82.5%-43.6pp | 82.0%-43.1pp |
| Annual return | 16.88% | 348.24%-331.4pp | 276.66%-259.8pp | 302.91%-286.0pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,359 | $7,182-81.1% | $6,842-80.1% | $5,983-77.3% |
| Admin fee / account holder | $3,241 | $10,808-70.0% | $9,310-65.2% | $11,248-71.2% |