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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 | $8,909 | $114,119-92.2% | $107,187-91.7% | $138,895-93.6% |
| Participation rate | 28.6% | 78.1%-49.5pp | 75.0%-46.4pp | 79.9%-51.3pp |
| Annual return | 14.07% | 273.21%-259.1pp | 204.55%-190.5pp | 145.39%-131.3pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $583 | $5,538-89.5% | $5,096-88.6% | $6,396-90.9% |
| Admin fee / account holder | $4,098 | $10,024-59.1% | $9,162-55.3% | $12,562-67.4% |