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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 | $13,638 | $150,346-90.9% | $120,524-88.7% | $145,877-90.7% |
| Participation rate | 7.1% | 78.8%-71.6pp | 71.9%-64.8pp | 80.3%-73.2pp |
| Annual return | 15.75% | 154.40%-138.6pp | 107.36%-91.6pp | 551.28%-535.5pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,045 | $6,172-83.1% | $4,994-79.1% | $6,691-84.4% |
| Admin fee / account holder | $8,315 | $12,215-31.9% | $9,440-11.9% | $13,402-38.0% |