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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 | $13,708 | $148,582-90.8% | $135,942-89.9% | $139,456-90.2% |
| Participation rate | 45.0% | 83.9%-38.9pp | 81.9%-36.9pp | 80.3%-35.3pp |
| Annual return | 13.35% | 79.26%-65.9pp | 68.28%-54.9pp | 373.45%-360.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,014 | $8,101-87.5% | $7,759-86.9% | $6,711-84.9% |
| Admin fee / account holder | $1,106 | $12,402-91.1% | $10,764-89.7% | $11,407-90.3% |