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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 | $8,333 | $162,821-94.9% | $133,978-93.8% | $158,982-94.8% |
| Participation rate | 63.6% | 83.2%-19.6pp | 79.8%-16.2pp | 82.0%-18.3pp |
| Annual return | 17.52% | 41.95%-24.4pp | 45.10%-27.6pp | 302.99%-285.5pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $925 | $5,910-84.4% | $5,047-81.7% | $5,983-84.5% |
| Admin fee / account holder | $915 | $11,742-92.2% | $8,930-89.8% | $11,252-91.9% |