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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 | $9,641 | $166,268-94.2% | $165,100-94.2% | $145,897-93.4% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-22.0pp |
| Annual return | 9.77% | 100.52%-90.7pp | 70.21%-60.4pp | 552.29%-542.5pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,027 | $6,964-85.3% | $6,035-83.0% | $6,689-84.7% |
| Admin fee / account holder | $7,001 | $16,659-58.0% | $12,696-44.9% | $13,390-47.7% |