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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 | $7,541 | $112,933-93.3% | $90,970-91.7% | $158,982-95.3% |
| Participation rate | 18.8% | 74.7%-56.0pp | 69.0%-50.3pp | 82.0%-63.2pp |
| Annual return | 7.94% | 215.82%-207.9pp | 134.60%-126.7pp | 302.99%-295.1pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $401 | $4,128-90.3% | $3,373-88.1% | $5,983-93.3% |
| Admin fee / account holder | $697 | $8,047-91.3% | $5,961-88.3% | $11,252-93.8% |