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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 | $19,524 | $198,457-90.2% | $170,435-88.5% | $147,586-86.8% |
| Participation rate | 14.3% | 88.0%-73.7pp | 83.6%-69.3pp | 82.8%-68.5pp |
| Annual return | 13.40% | 257.30%-243.9pp | 205.94%-192.5pp | 578.59%-565.2pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $230 | $5,629-95.9% | $4,939-95.3% | $5,439-95.8% |
| Admin fee / account holder | $22,438 | $16,852+33.1% | $13,881+61.6% | $10,886+106.1% |