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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 | $8,251 | $225,673-96.3% | $203,872-96.0% | $155,188-94.7% |
| Participation rate | 23.1% | 80.3%-57.2pp | 77.8%-54.7pp | 80.8%-57.7pp |
| Annual return | 17.36% | 95.91%-78.5pp | 85.11%-67.7pp | 148.84%-131.5pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $291 | $6,893-95.8% | $6,388-95.4% | $6,531-95.5% |
| Admin fee / account holder | $471 | $12,327-96.2% | $11,730-96.0% | $14,480-96.7% |