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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 | $10,517 | $174,379-94.0% | $152,093-93.1% | $138,895-92.4% |
| Participation rate | 38.1% | 81.6%-43.5pp | 77.8%-39.7pp | 79.9%-41.8pp |
| Annual return | 17.10% | 74.86%-57.8pp | 66.36%-49.3pp | 145.39%-128.3pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,256 | $6,159-79.6% | $5,451-77.0% | $6,396-80.4% |
| Admin fee / account holder | $31,428 | $16,880+86.2% | $14,497+116.8% | $12,562+150.2% |