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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 | $6,258 | $104,937-94.0% | $84,628-92.6% | $152,897-95.9% |
| Participation rate | 14.3% | 74.8%-60.5pp | 68.2%-54.0pp | 82.5%-68.2pp |
| Annual return | 21.34% | 373.88%-352.5pp | 258.80%-237.5pp | 345.43%-324.1pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $136 | $4,690-97.1% | $3,900-96.5% | $5,851-97.7% |
| Admin fee / account holder | $6,372 | $6,243+2.1% | $4,914+29.7% | $11,599-45.1% |