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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 | $8,324 | $108,911-92.4% | $100,392-91.7% | $145,884-94.3% |
| Participation rate | 62.5% | 83.0%-20.5pp | 81.5%-19.0pp | 80.3%-17.8pp |
| Annual return | 10.76% | 58.23%-47.5pp | 49.45%-38.7pp | 551.85%-541.1pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $462 | $8,459-94.5% | $8,090-94.3% | $6,690-93.1% |
| Admin fee / account holder | $1,802 | $9,698-81.4% | $7,904-77.2% | $13,392-86.5% |