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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 | $7,776 | $102,638-92.4% | $81,991-90.5% | $158,966-95.1% |
| Participation rate | 22.7% | 75.5%-52.8pp | 69.3%-46.5pp | 82.0%-59.2pp |
| Annual return | 13.46% | 61.05%-47.6pp | 41.31%-27.9pp | 302.95%-289.5pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $683 | $4,649-85.3% | $3,722-81.7% | $5,983-88.6% |
| Admin fee / account holder | $2,450 | $8,237-70.3% | $5,665-56.8% | $11,250-78.2% |