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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 | $20,141 | $217,432-90.7% | $185,849-89.2% | $167,536-88.0% |
| Participation rate | 60.9% | 86.1%-25.2pp | 81.7%-20.8pp | 82.1%-21.2pp |
| Annual return | 9.85% | 148.42%-138.6pp | 122.10%-112.2pp | 478.82%-469.0pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,885 | $6,357-70.3% | $5,569-66.1% | $6,342-70.3% |
| Admin fee / account holder | $5,396 | $19,818-72.8% | $16,244-66.8% | $12,315-56.2% |