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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 | $20,788 | $160,059-87.0% | $140,019-85.2% | $135,380-84.6% |
| Participation rate | 65.2% | 88.5%-23.3pp | 87.5%-22.3pp | 82.6%-17.4pp |
| Annual return | 0.38% | 911.48%-911.1pp | 651.17%-650.8pp | 519.81%-519.4pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,106 | $7,641-85.5% | $6,927-84.0% | $5,609-80.3% |
| Admin fee / account holder | $770 | $13,328-94.2% | $10,705-92.8% | $10,828-92.9% |