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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 | $11,034 | $125,184-91.2% | $105,607-89.6% | $145,884-92.4% |
| Participation rate | 14.3% | 77.6%-63.4pp | 75.3%-61.0pp | 80.3%-66.0pp |
| Annual return | 11.60% | 225.00%-213.4pp | 116.11%-104.5pp | 551.85%-540.3pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $490 | $5,714-91.4% | $5,011-90.2% | $6,690-92.7% |
| Admin fee / account holder | $447 | $17,133-97.4% | $10,958-95.9% | $13,392-96.7% |