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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 | $8,170 | $162,821-95.0% | $133,978-93.9% | $158,982-94.9% |
| Participation rate | 31.3% | 83.2%-52.0pp | 79.8%-48.6pp | 82.0%-50.7pp |
| Annual return | 9.82% | 41.95%-32.1pp | 45.10%-35.3pp | 302.99%-293.2pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $583 | $5,910-90.1% | $5,047-88.5% | $5,983-90.3% |
| Admin fee / account holder | $3,208 | $11,742-72.7% | $8,930-64.1% | $11,252-71.5% |