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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 | $8,928 | $98,766-91.0% | $149,730-94.0% | $79,852-88.8% |
| Participation rate | 11.4% | 75.8%-64.4pp | 82.5%-71.1pp | 69.6%-58.2pp |
| Annual return | 23.50% | 27.43%-3.9pp | 276.70%-253.2pp | 31.72%-8.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,000 | $5,681-82.4% | $6,843-85.4% | $3,740-73.3% |
| Admin fee / account holder | $1,381 | $6,052-77.2% | $9,310-85.2% | $5,306-74.0% |