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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 | $14,896 | $202,440-92.6% | $169,390-91.2% | $139,466-89.3% |
| Participation rate | 16.7% | 81.1%-64.4pp | 77.2%-60.5pp | 80.3%-63.7pp |
| Annual return | 8.86% | 532.36%-523.5pp | 406.07%-397.2pp | 373.66%-364.8pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $323 | $6,940-95.3% | $6,222-94.8% | $6,712-95.2% |
| Admin fee / account holder | $53,257 | $10,722+396.7% | $9,015+490.8% | $11,409+366.8% |