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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 | $11,308 | $137,414-91.8% | $189,537-94.0% | $85,847-86.8% |
| Participation rate | 40.0% | 84.6%-44.6pp | 87.8%-47.8pp | 69.3%-29.3pp |
| Annual return | 16.42% | 38.14%-21.7pp | 555.34%-538.9pp | 318.61%-302.2pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,161-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $478 | $6,260-92.4% | $8,220-94.2% | $3,952-87.9% |
| Admin fee / account holder | $416 | $8,630-95.2% | $12,048-96.5% | $6,261-93.4% |