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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 | $20,121 | $152,592-86.8% | $125,180-83.9% | $152,885-86.8% |
| Participation rate | 47.8% | 83.3%-35.5pp | 79.8%-32.0pp | 82.5%-34.6pp |
| Annual return | 14.23% | 54.84%-40.6pp | 43.79%-29.6pp | 345.39%-331.2pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $793 | $5,868-86.5% | $4,937-83.9% | $5,851-86.4% |
| Admin fee / account holder | $15,007 | $13,435+11.7% | $9,703+54.7% | $11,598+29.4% |