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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 | $7,888 | $168,635-95.3% | $147,617-94.7% | $125,389-93.7% |
| Participation rate | 23.5% | 88.8%-65.2pp | 84.6%-61.1pp | 83.2%-59.7pp |
| Annual return | 0.00% | 77.65%-77.7pp | 61.98%-62.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,214 | $5,507-77.9% | $4,895-75.2% | $5,352-77.3% |
| Admin fee / account holder | $382 | $13,580-97.2% | $11,612-96.7% | $9,541-96.0% |