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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 | $10,703 | $168,636-93.7% | $147,618-92.7% | $125,388-91.5% |
| Participation rate | 25.0% | 88.8%-63.8pp | 84.6%-59.6pp | 83.2%-58.2pp |
| Annual return | -1.38% | 77.65%-79.0pp | 61.98%-63.4pp | 282.24%-283.6pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,565-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $599 | $5,507-89.1% | $4,895-87.8% | $5,352-88.8% |
| Admin fee / account holder | $1,851 | $13,580-86.4% | $11,612-84.1% | $9,541-80.6% |