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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 | $9,729 | $121,701-92.0% | $104,639-90.7% | $158,982-93.9% |
| Participation rate | 30.0% | 77.5%-47.5pp | 74.1%-44.1pp | 82.0%-52.0pp |
| Annual return | 3.73% | 465.72%-462.0pp | 340.67%-336.9pp | 302.99%-299.3pp |
| Employer contribution / active EE | $266 | $3,165-91.6% | $2,682-90.1% | $4,763-94.4% |
| Participant deferral / active EE | $397 | $4,176-90.5% | $3,738-89.4% | $5,983-93.4% |
| Admin fee / account holder | $11,462 | $7,778+47.4% | $6,465+77.3% | $11,252+1.9% |