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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 | $29,383 | $171,492-82.9% | $150,734-80.5% | $198,609-85.2% |
| Participation rate | 36.4% | 81.4%-45.1pp | 78.4%-42.1pp | 82.4%-46.0pp |
| Annual return | 16.03% | 804.70%-788.7pp | 600.81%-584.8pp | 202.70%-186.7pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,384 | $6,259-77.9% | $5,610-75.3% | $6,977-80.2% |
| Admin fee / account holder | $636 | $17,628-96.4% | $14,905-95.7% | $19,030-96.7% |