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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 | $18,814 | $162,821-88.4% | $133,978-86.0% | $158,982-88.2% |
| Participation rate | 13.3% | 83.2%-69.9pp | 79.8%-66.5pp | 82.0%-68.6pp |
| Annual return | 20.55% | 41.95%-21.4pp | 45.10%-24.5pp | 302.99%-282.4pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,454 | $5,910-75.4% | $5,047-71.2% | $5,983-75.7% |
| Admin fee / account holder | $2,500 | $11,742-78.7% | $8,930-72.0% | $11,252-77.8% |