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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 | $19,674 | $166,268-88.2% | $165,100-88.1% | $145,897-86.5% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.6%-15.0pp | 80.3%-16.7pp |
| Annual return | 11.59% | 100.52%-88.9pp | 70.21%-58.6pp | 552.29%-540.7pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,734 | $6,964-75.1% | $6,035-71.3% | $6,689-74.1% |
| Admin fee / account holder | $2,523 | $16,659-84.9% | $12,696-80.1% | $13,390-81.2% |