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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 | $23,207 | $168,635-86.2% | $147,617-84.3% | $125,389-81.5% |
| Participation rate | 58.3% | 88.8%-30.4pp | 84.6%-26.3pp | 83.2%-24.9pp |
| Annual return | -1.25% | 77.65%-78.9pp | 61.98%-63.2pp | 282.24%-283.5pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $786 | $5,507-85.7% | $4,895-83.9% | $5,352-85.3% |
| Admin fee / account holder | $1,255 | $13,580-90.8% | $11,612-89.2% | $9,541-86.8% |