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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 | $7,146 | $166,242-95.7% | $165,071-95.7% | $145,884-95.1% |
| Participation rate | 17.6% | 82.0%-64.4pp | 78.6%-61.0pp | 80.3%-62.7pp |
| Annual return | 18.19% | 100.44%-82.3pp | 70.17%-52.0pp | 551.85%-533.7pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $688 | $6,964-90.1% | $6,035-88.6% | $6,690-89.7% |
| Admin fee / account holder | $611 | $16,658-96.3% | $12,695-95.2% | $13,392-95.4% |