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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 | $13,229 | $126,519-89.5% | $106,201-87.5% | $145,959-90.9% |
| Participation rate | 36.4% | 77.7%-41.3pp | 75.3%-38.9pp | 80.3%-43.9pp |
| Annual return | 13.72% | 225.10%-211.4pp | 116.26%-102.5pp | 561.95%-548.2pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $527 | $5,716-90.8% | $5,012-89.5% | $6,689-92.1% |
| Admin fee / account holder | $902 | $17,312-94.8% | $11,039-91.8% | $13,398-93.3% |