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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 | $17,292 | $152,592-88.7% | $125,180-86.2% | $152,885-88.7% |
| Participation rate | 35.0% | 83.3%-48.3pp | 79.8%-44.8pp | 82.5%-47.5pp |
| Annual return | 18.64% | 54.84%-36.2pp | 43.79%-25.2pp | 345.39%-326.8pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $174 | $5,868-97.0% | $4,937-96.5% | $5,851-97.0% |
| Admin fee / account holder | $662 | $13,435-95.1% | $9,703-93.2% | $11,598-94.3% |