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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 | $12,246 | $115,810-89.4% | $101,271-87.9% | $158,966-92.3% |
| Participation rate | 31.6% | 79.4%-47.8pp | 75.8%-44.2pp | 82.0%-50.4pp |
| Annual return | 9.21% | 56.15%-46.9pp | 46.48%-37.3pp | 302.95%-293.7pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $124 | $4,958-97.5% | $4,371-97.2% | $5,983-97.9% |
| Admin fee / account holder | $13,227 | $7,248+82.5% | $5,948+122.4% | $11,250+17.6% |