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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 | $25,103 | $137,414-81.7% | $189,545-86.8% | $85,851-70.8% |
| Participation rate | 41.9% | 84.6%-42.7pp | 87.8%-45.9pp | 69.3%-27.4pp |
| Annual return | 11.67% | 38.14%-26.5pp | 555.36%-543.7pp | 318.63%-307.0pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $776 | $6,260-87.6% | $8,220-90.6% | $3,952-80.4% |
| Admin fee / account holder | $464 | $8,630-94.6% | $12,049-96.2% | $6,261-92.6% |