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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 | $8,305 | $175,257-95.3% | $149,717-94.5% | $139,456-94.0% |
| Participation rate | 20.0% | 83.4%-63.4pp | 78.8%-58.8pp | 80.3%-60.3pp |
| Annual return | 10.70% | 166.70%-156.0pp | 134.41%-123.7pp | 373.45%-362.8pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,485 | $6,521-77.2% | $5,682-73.9% | $6,711-77.9% |
| Admin fee / account holder | $9,573 | $16,156-40.7% | $13,213-27.5% | $11,407-16.1% |