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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 | $12,390 | $125,184-90.1% | $105,607-88.3% | $145,884-91.5% |
| Participation rate | 28.6% | 77.6%-49.1pp | 75.3%-46.7pp | 80.3%-51.7pp |
| Annual return | 15.40% | 225.00%-209.6pp | 116.11%-100.7pp | 551.85%-536.4pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $401 | $5,714-93.0% | $5,011-92.0% | $6,690-94.0% |
| Admin fee / account holder | $4,422 | $17,133-74.2% | $10,958-59.6% | $13,392-67.0% |