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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 | $14,137 | $185,883-92.4% | $170,043-91.7% | $139,466-89.9% |
| Participation rate | 23.5% | 87.8%-64.2pp | 87.0%-63.5pp | 80.3%-56.8pp |
| Annual return | 15.48% | 60.54%-45.1pp | 53.40%-37.9pp | 373.66%-358.2pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $510 | $11,626-95.6% | $10,410-95.1% | $6,712-92.4% |
| Admin fee / account holder | $320 | $15,393-97.9% | $12,824-97.5% | $11,409-97.2% |