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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 | $20,478 | $157,304-87.0% | $141,197-85.5% | $152,909-86.6% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 21.37% | 64.34%-43.0pp | 71.41%-50.0pp | 345.46%-324.1pp |
| Employer contribution / active EE | $1,011 | $5,263-80.8% | $4,736-78.6% | $4,764-78.8% |
| Participant deferral / active EE | $1,026 | $7,111-85.6% | $6,710-84.7% | $5,851-82.5% |
| Admin fee / account holder | $10,218 | $12,126-15.7% | $10,265-0.5% | $11,601-11.9% |