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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 | $1,182 | $197,819-99.4% | $155,789-99.2% | $125,388-99.1% |
| Participation rate | 9.1% | 82.1%-73.0pp | 76.1%-67.0pp | 83.2%-74.1pp |
| Annual return | 21.50% | 86.73%-65.2pp | 71.54%-50.0pp | 282.24%-260.7pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $658 | $5,631-88.3% | $4,798-86.3% | $5,352-87.7% |
| Admin fee / account holder | $6,560 | $9,544-31.3% | $7,477-12.3% | $9,541-31.2% |