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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 | $33,150 | $197,625-83.2% | $177,840-81.4% | $158,966-79.1% |
| Participation rate | 11.8% | 88.5%-76.8pp | 87.7%-76.0pp | 82.0%-70.2pp |
| Annual return | 16.12% | 58.76%-42.6pp | 48.32%-32.2pp | 302.95%-286.8pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $64 | $8,405-99.2% | $7,714-99.2% | $5,983-98.9% |
| Admin fee / account holder | $4,807 | $15,405-68.8% | $12,431-61.3% | $11,250-57.3% |