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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 | $8,733 | $148,623-94.1% | $135,974-93.6% | $139,466-93.7% |
| Participation rate | 34.8% | 83.9%-49.1pp | 81.9%-47.1pp | 80.3%-45.5pp |
| Annual return | 14.60% | 79.30%-64.7pp | 68.30%-53.7pp | 373.66%-359.1pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,279 | $8,103-71.9% | $7,760-70.6% | $6,712-66.0% |
| Admin fee / account holder | $7,278 | $12,406-41.3% | $10,767-32.4% | $11,409-36.2% |