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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 | $7,188 | $125,778-94.3% | $114,563-93.7% | $154,746-95.4% |
| Participation rate | 29.2% | 75.2%-46.0pp | 72.9%-43.7pp | 80.7%-51.5pp |
| Annual return | 11.71% | 295.14%-283.4pp | 241.09%-229.4pp | 172.34%-160.6pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $474 | $4,445-89.3% | $4,142-88.6% | $6,730-93.0% |
| Admin fee / account holder | $426 | $8,190-94.8% | $7,623-94.4% | $14,365-97.0% |