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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 | $11,797 | $157,296-92.5% | $141,191-91.6% | $152,897-92.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 26.09% | 64.34%-38.2pp | 71.41%-45.3pp | 345.43%-319.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,262 | $7,111-82.3% | $6,710-81.2% | $5,851-78.4% |
| Admin fee / account holder | $1,688 | $12,125-86.1% | $10,264-83.6% | $11,599-85.4% |