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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 | $15,990 | $208,088-92.3% | $186,193-91.4% | $154,746-89.7% |
| Participation rate | 15.8% | 80.0%-64.2pp | 77.1%-61.3pp | 80.7%-64.9pp |
| Annual return | 13.47% | 89.97%-76.5pp | 78.03%-64.6pp | 172.34%-158.9pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,034 | $7,078-85.4% | $6,513-84.1% | $6,730-84.6% |
| Admin fee / account holder | $2,989 | $11,698-74.5% | $11,058-73.0% | $14,365-79.2% |