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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 | $13,517 | $76,696-82.4% | $96,515-86.0% | $71,511-81.1% |
| Participation rate | 13.4% | 66.6%-53.1pp | 74.3%-60.9pp | 67.9%-54.5pp |
| Annual return | 14.28% | 48.32%-34.0pp | 35.73%-21.5pp | 28.86%-14.6pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $3,740-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $586 | $3,770-84.5% | $4,880-88.0% | $4,291-86.4% |
| Admin fee / account holder | $843 | $2,030-58.5% | $6,735-87.5% | $1,588-46.9% |