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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 | $8,715 | $100,938-91.4% | $90,461-90.4% | $158,982-94.5% |
| Participation rate | 47.1% | 75.0%-28.0pp | 72.7%-25.6pp | 82.0%-34.9pp |
| Annual return | 9.79% | 1727.20%-1717.4pp | 1294.76%-1285.0pp | 302.99%-293.2pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $457 | $4,350-89.5% | $3,964-88.5% | $5,983-92.4% |
| Admin fee / account holder | $7,293 | $6,510+12.0% | $5,617+29.8% | $11,252-35.2% |