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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 | $10,789 | $159,978-93.3% | $147,041-92.7% | $145,978-92.6% |
| Participation rate | 9.1% | 84.0%-74.9pp | 82.2%-73.1pp | 80.3%-71.2pp |
| Annual return | 12.32% | 98.36%-86.0pp | 419.21%-406.9pp | 550.52%-538.2pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $375 | $8,429-95.6% | $8,071-95.4% | $6,690-94.4% |
| Admin fee / account holder | $7,115 | $15,053-52.7% | $13,006-45.3% | $13,400-46.9% |