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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 | $15,282 | $64,359-76.3% | $90,161-83.1% | $70,126-78.2% |
| Participation rate | 18.4% | 70.4%-52.0pp | 76.9%-58.5pp | 69.5%-51.1pp |
| Annual return | 46.27% | 28.13%+18.1pp | 34.89%+11.4pp | 73.15%-26.9pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $951 | $4,389-78.3% | $5,287-82.0% | $3,332-71.5% |
| Admin fee / account holder | $2,555 | $3,945-35.2% | $5,943-57.0% | $4,645-45.0% |