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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 | $14,880 | $118,708-87.5% | $98,920-85.0% | $158,966-90.6% |
| Participation rate | 23.5% | 77.8%-54.3pp | 76.0%-52.5pp | 82.0%-58.4pp |
| Annual return | 20.09% | 372.49%-352.4pp | 196.47%-176.4pp | 302.95%-282.9pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $426 | $5,089-91.6% | $4,245-90.0% | $5,983-92.9% |
| Admin fee / account holder | $4,779 | $10,134-52.8% | $6,643-28.1% | $11,250-57.5% |