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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 | $21,929 | $185,883-88.2% | $170,043-87.1% | $139,466-84.3% |
| Participation rate | 69.2% | 87.8%-18.5pp | 87.0%-17.8pp | 80.3%-11.1pp |
| Annual return | 15.81% | 60.54%-44.7pp | 53.40%-37.6pp | 373.66%-357.9pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,052 | $11,626-90.9% | $10,410-89.9% | $6,712-84.3% |
| Admin fee / account holder | $5,688 | $15,393-63.0% | $12,824-55.6% | $11,409-50.1% |