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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 | $11,274 | $150,435-92.5% | $120,580-90.7% | $145,897-92.3% |
| Participation rate | 66.7% | 78.8%-12.1pp | 72.0%-5.3pp | 80.3%-13.6pp |
| Annual return | 12.40% | 154.60%-142.2pp | 107.48%-95.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,000 | $6,174-83.8% | $4,995-80.0% | $6,689-85.1% |
| Admin fee / account holder | $529 | $12,182-95.7% | $9,418-94.4% | $13,390-96.0% |