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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 | $17,327 | $175,259-90.1% | $149,723-88.4% | $139,487-87.6% |
| Participation rate | 21.1% | 83.4%-62.3pp | 78.8%-57.7pp | 80.3%-59.3pp |
| Annual return | 17.95% | 166.82%-148.9pp | 134.50%-116.6pp | 373.84%-355.9pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,435 | $6,522-78.0% | $5,682-74.7% | $6,713-78.6% |
| Admin fee / account holder | $309 | $16,158-98.1% | $13,215-97.7% | $11,407-97.3% |