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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 | $11,189 | $111,878-90.0% | $93,727-88.1% | $145,897-92.3% |
| Participation rate | 11.1% | 74.2%-63.1pp | 68.7%-57.6pp | 80.3%-69.2pp |
| Annual return | 15.75% | 204.28%-188.5pp | 133.83%-118.1pp | 552.29%-536.5pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $188 | $4,920-96.2% | $4,417-95.7% | $6,689-97.2% |
| Admin fee / account holder | $103,089 | $10,256+905.1% | $8,292+1143.3% | $13,390+669.9% |