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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 | $31,110 | $196,972-84.2% | $182,262-82.9% | $198,609-84.3% |
| Participation rate | 60.0% | 85.7%-25.7pp | 84.2%-24.2pp | 82.4%-22.4pp |
| Annual return | 15.33% | 158.27%-142.9pp | 140.60%-125.3pp | 202.70%-187.4pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,621 | $8,643-58.1% | $8,276-56.2% | $6,977-48.1% |
| Admin fee / account holder | $1,058 | $18,429-94.3% | $16,712-93.7% | $19,030-94.4% |