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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 | $7,478 | $125,190-94.0% | $105,624-92.9% | $145,897-94.9% |
| Participation rate | 26.1% | 77.6%-51.5pp | 75.3%-49.2pp | 80.3%-54.2pp |
| Annual return | 13.12% | 225.22%-212.1pp | 116.20%-103.1pp | 552.29%-539.2pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $263 | $5,716-95.4% | $5,013-94.8% | $6,689-96.1% |
| Admin fee / account holder | $3,437 | $17,138-79.9% | $10,961-68.6% | $13,390-74.3% |