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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 | $20,839 | $135,956-84.7% | $123,894-83.2% | $273,972-92.4% |
| Participation rate | 23.1% | 84.1%-61.0pp | 81.4%-58.3pp | 83.0%-59.9pp |
| Annual return | 7.95% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $59 | $6,343-99.1% | $5,984-99.0% | $5,287-98.9% |
| Admin fee / account holder | $27,611 | $9,817+181.2% | $8,357+230.4% | $10,133+172.5% |