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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 | $18,482 | $184,000-90.0% | $162,185-88.6% | $152,909-87.9% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 21.15% | 150.80%-129.6pp | 115.61%-94.5pp | 345.46%-324.3pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,858 | $8,033-76.9% | $7,297-74.5% | $5,851-68.3% |
| Admin fee / account holder | $737 | $13,124-94.4% | $10,844-93.2% | $11,601-93.7% |