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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 | $11,442 | $112,121-89.8% | $95,960-88.1% | $158,966-92.8% |
| Participation rate | 7.7% | 79.0%-71.3pp | 77.1%-69.4pp | 82.0%-74.3pp |
| Annual return | 9.71% | 171.16%-161.5pp | 91.63%-81.9pp | 302.95%-293.2pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $547 | $4,784-88.6% | $4,167-86.9% | $5,983-90.9% |
| Admin fee / account holder | $72,822 | $10,135+618.5% | $6,797+971.4% | $11,250+547.3% |