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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 | $30,110 | $184,000-83.6% | $162,185-81.4% | $152,909-80.3% |
| Participation rate | 38.9% | 88.5%-49.6pp | 87.6%-48.7pp | 82.5%-43.6pp |
| Annual return | 27.37% | 150.80%-123.4pp | 115.61%-88.2pp | 345.46%-318.1pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $725 | $8,033-91.0% | $7,297-90.1% | $5,851-87.6% |
| Admin fee / account holder | $6,866 | $13,124-47.7% | $10,844-36.7% | $11,601-40.8% |