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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 | $10,417 | $183,627-94.3% | $155,602-93.3% | $145,978-92.9% |
| Participation rate | 26.1% | 82.7%-56.6pp | 78.2%-52.1pp | 80.3%-54.2pp |
| Annual return | 16.65% | 61.32%-44.7pp | 64.81%-48.2pp | 550.52%-533.9pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $816 | $6,466-87.4% | $5,629-85.5% | $6,690-87.8% |
| Admin fee / account holder | $422 | $19,327-97.8% | $15,923-97.3% | $13,400-96.8% |