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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 | $13,286 | $165,361-92.0% | $149,715-91.1% | $158,950-91.6% |
| Participation rate | 26.1% | 84.6%-58.5pp | 82.5%-56.4pp | 82.0%-55.9pp |
| Annual return | 11.20% | 348.24%-337.0pp | 276.66%-265.5pp | 302.91%-291.7pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $614 | $7,182-91.4% | $6,842-91.0% | $5,983-89.7% |
| Admin fee / account holder | $2,156 | $10,808-80.1% | $9,310-76.8% | $11,248-80.8% |