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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 | $26,901 | $209,422-87.2% | $178,503-84.9% | $158,982-83.1% |
| Participation rate | 35.7% | 86.4%-50.6pp | 81.9%-46.2pp | 82.0%-46.3pp |
| Annual return | 10.76% | 188.81%-178.0pp | 151.12%-140.4pp | 302.99%-292.2pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $408 | $5,955-93.2% | $5,202-92.2% | $5,983-93.2% |
| Admin fee / account holder | $2,683 | $17,079-84.3% | $13,987-80.8% | $11,252-76.2% |