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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 | $8,265 | $166,131-95.0% | $164,975-95.0% | $145,877-94.3% |
| Participation rate | 28.6% | 82.0%-53.4pp | 78.6%-50.0pp | 80.3%-51.7pp |
| Annual return | 11.88% | 100.37%-88.5pp | 70.12%-58.2pp | 551.28%-539.4pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,326 | $6,962-81.0% | $6,033-78.0% | $6,691-80.2% |
| Admin fee / account holder | $3,496 | $16,648-79.0% | $12,688-72.4% | $13,402-73.9% |