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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 | $160,028-93.3% | $147,080-92.7% | $145,884-92.6% |
| Participation rate | 9.1% | 84.0%-74.9pp | 82.2%-73.1pp | 80.3%-71.2pp |
| Annual return | 12.32% | 98.60%-86.3pp | 420.17%-407.9pp | 551.85%-539.5pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $375 | $8,422-95.5% | $8,066-95.4% | $6,690-94.4% |
| Admin fee / account holder | $7,115 | $15,030-52.7% | $12,989-45.2% | $13,392-46.9% |