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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 | $7,381 | $107,363-93.1% | $92,909-92.1% | $152,897-95.2% |
| Participation rate | 28.6% | 79.8%-51.2pp | 76.0%-47.4pp | 82.5%-53.9pp |
| Annual return | 19.81% | 145.63%-125.8pp | 109.44%-89.6pp | 345.43%-325.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $466 | $4,848-90.4% | $4,238-89.0% | $5,851-92.0% |
| Admin fee / account holder | $8,534 | $7,082+20.5% | $5,795+47.3% | $11,599-26.4% |