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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 | $7,475 | $103,008-92.7% | $90,304-91.7% | $152,897-95.1% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 18.17% | 95.22%-77.0pp | 78.13%-60.0pp | 345.43%-327.3pp |
| Employer contribution / active EE | $4,672 | $3,139+48.8% | $2,855+63.6% | $4,764-1.9% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,489 | $6,175-43.5% | $5,354-34.8% | $11,599-69.9% |