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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 | $7,560 | $111,535-93.2% | $105,223-92.8% | $137,256-94.5% |
| Participation rate | 5.9% | 78.1%-72.2pp | 75.0%-69.2pp | 80.0%-74.1pp |
| Annual return | 21.32% | 237.85%-216.5pp | 180.65%-159.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $202 | $5,500-96.3% | $5,072-96.0% | $6,407-96.9% |
| Admin fee / account holder | $334 | $9,721-96.6% | $8,859-96.2% | $12,270-97.3% |