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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 | $13,148 | $168,636-92.2% | $147,618-91.1% | $125,388-89.5% |
| Participation rate | 29.4% | 88.8%-59.4pp | 84.6%-55.2pp | 83.2%-53.8pp |
| Annual return | -0.49% | 77.65%-78.1pp | 61.98%-62.5pp | 282.24%-282.7pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,565-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,155 | $5,507-79.0% | $4,895-76.4% | $5,352-78.4% |
| Admin fee / account holder | $4,663 | $13,580-65.7% | $11,612-59.8% | $9,541-51.1% |