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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 | $15,628 | $150,346-89.6% | $120,524-87.0% | $145,877-89.3% |
| Participation rate | 54.5% | 78.8%-24.2pp | 71.9%-17.4pp | 80.3%-25.8pp |
| Annual return | 25.34% | 154.40%-129.1pp | 107.36%-82.0pp | 551.28%-525.9pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $750 | $6,172-87.8% | $4,994-85.0% | $6,691-88.8% |
| Admin fee / account holder | $2,519 | $12,215-79.4% | $9,440-73.3% | $13,402-81.2% |