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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 | $15,055 | $125,190-88.0% | $105,624-85.7% | $145,897-89.7% |
| Participation rate | 53.3% | 77.6%-24.3pp | 75.3%-21.9pp | 80.3%-27.0pp |
| Annual return | 10.11% | 225.22%-215.1pp | 116.20%-106.1pp | 552.29%-542.2pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,119 | $5,716-80.4% | $5,013-77.7% | $6,689-83.3% |
| Admin fee / account holder | $365 | $17,138-97.9% | $10,961-96.7% | $13,390-97.3% |