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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 | $15,810 | $115,814-86.3% | $101,275-84.4% | $158,982-90.1% |
| Participation rate | 38.5% | 79.4%-40.9pp | 75.8%-37.3pp | 82.0%-43.5pp |
| Annual return | 11.91% | 56.16%-44.2pp | 46.48%-34.6pp | 302.99%-291.1pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $775 | $4,958-84.4% | $4,371-82.3% | $5,983-87.1% |
| Admin fee / account holder | $4,411 | $7,249-39.1% | $5,948-25.8% | $11,252-60.8% |