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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 | $8,166 | $102,638-92.0% | $81,991-90.0% | $158,966-94.9% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.3%-9.3pp | 82.0%-22.0pp |
| Annual return | 8.12% | 61.05%-52.9pp | 41.31%-33.2pp | 302.95%-294.8pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $766 | $4,649-83.5% | $3,722-79.4% | $5,983-87.2% |
| Admin fee / account holder | $792 | $8,237-90.4% | $5,665-86.0% | $11,250-93.0% |