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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 | $121,043 | $377,972-68.0% | $300,297-59.7% | $382,429-68.3% |
| Participation rate | 14.3% | 91.7%-77.4pp | 83.3%-69.0pp | 87.7%-73.5pp |
| Annual return | 20.71% | 4.19%+16.5pp | 6.06%+14.6pp | 248.85%-228.1pp |
| Employer contribution / active EE | $0 | $5,545-100.0% | $4,605-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $86 | $5,506-98.4% | $4,511-98.1% | $5,727-98.5% |
| Admin fee / account holder | $1,593 | $20,122-92.1% | $16,510-90.4% | $30,732-94.8% |