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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 | $21,484 | $197,637-89.1% | $177,848-87.9% | $158,982-86.5% |
| Participation rate | 45.5% | 88.5%-43.1pp | 87.7%-42.3pp | 82.0%-36.5pp |
| Annual return | 12.09% | 58.77%-46.7pp | 48.33%-36.2pp | 302.99%-290.9pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,089 | $8,405-75.1% | $7,714-72.9% | $5,983-65.1% |
| Admin fee / account holder | $2,020 | $15,406-86.9% | $12,431-83.8% | $11,252-82.0% |