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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 | $8,619 | $227,633-96.2% | $189,597-95.5% | $167,553-94.9% |
| Participation rate | 28.6% | 82.5%-53.9pp | 78.4%-49.9pp | 82.1%-53.5pp |
| Annual return | 9.79% | 78.45%-68.7pp | 64.20%-54.4pp | 478.89%-469.1pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,412-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,212 | $7,003-82.7% | $6,174-80.4% | $6,343-80.9% |
| Admin fee / account holder | $8,600 | $11,879-27.6% | $9,807-12.3% | $12,316-30.2% |