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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 | $21,656 | $166,020-87.0% | $164,866-86.9% | $145,959-85.2% |
| Participation rate | 23.8% | 82.0%-58.2pp | 78.6%-54.8pp | 80.3%-56.5pp |
| Annual return | 14.21% | 100.08%-85.9pp | 69.97%-55.8pp | 561.95%-547.7pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $997 | $6,961-85.7% | $6,033-83.5% | $6,689-85.1% |
| Admin fee / account holder | $2,000 | $16,644-88.0% | $12,689-84.2% | $13,398-85.1% |