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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 | $7,183 | $208,088-96.5% | $186,193-96.1% | $154,746-95.4% |
| Participation rate | 54.5% | 80.0%-25.4pp | 77.1%-22.6pp | 80.7%-26.2pp |
| Annual return | 11.03% | 89.97%-78.9pp | 78.03%-67.0pp | 172.34%-161.3pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $800 | $7,078-88.7% | $6,513-87.7% | $6,730-88.1% |
| Admin fee / account holder | $12,067 | $11,698+3.2% | $11,058+9.1% | $14,365-16.0% |