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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 | $23,343 | $168,636-86.2% | $147,618-84.2% | $125,388-81.4% |
| Participation rate | 69.2% | 88.8%-19.5pp | 84.6%-15.4pp | 83.2%-14.0pp |
| Annual return | -2.24% | 77.65%-79.9pp | 61.98%-64.2pp | 282.24%-284.5pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,565-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,630 | $5,507-70.4% | $4,895-66.7% | $5,352-69.5% |
| Admin fee / account holder | $8,181 | $13,580-39.8% | $11,612-29.5% | $9,541-14.3% |