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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 | $9,183 | $183,968-95.0% | $162,166-94.3% | $152,870-94.0% |
| Participation rate | 23.1% | 88.5%-65.4pp | 87.6%-64.5pp | 82.4%-59.4pp |
| Annual return | 15.91% | 150.77%-134.9pp | 115.59%-99.7pp | 345.34%-329.4pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $513 | $8,034-93.6% | $7,298-93.0% | $5,850-91.2% |
| Admin fee / account holder | $1,403 | $13,121-89.3% | $10,842-87.1% | $11,597-87.9% |