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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 | $15,384 | $178,174-91.4% | $156,181-90.1% | $137,256-88.8% |
| Participation rate | 18.8% | 82.0%-63.3pp | 78.8%-60.1pp | 80.0%-61.2pp |
| Annual return | 16.64% | 84.19%-67.5pp | 64.87%-48.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $704 | $6,888-89.8% | $6,132-88.5% | $6,407-89.0% |
| Admin fee / account holder | $12,989 | $17,404-25.4% | $14,586-11.0% | $12,270+5.9% |