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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 | $22,559 | $171,492-86.8% | $150,734-85.0% | $198,609-88.6% |
| Participation rate | 31.3% | 81.4%-50.2pp | 78.4%-47.2pp | 82.4%-51.1pp |
| Annual return | 11.96% | 804.70%-792.7pp | 600.81%-588.8pp | 202.70%-190.7pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $532 | $6,259-91.5% | $5,610-90.5% | $6,977-92.4% |
| Admin fee / account holder | $8,244 | $17,628-53.2% | $14,905-44.7% | $19,030-56.7% |