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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 | $20,280 | $157,276-87.1% | $141,177-85.6% | $152,885-86.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 16.81% | 64.33%-47.5pp | 71.40%-54.6pp | 345.39%-328.6pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,956 | $7,110-72.5% | $6,710-70.8% | $5,851-66.6% |
| Admin fee / account holder | $24,790 | $12,123+104.5% | $10,263+141.5% | $11,598+113.7% |