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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 | $14,283 | $123,793-88.5% | $177,827-92.0% | $79,858-82.1% |
| Participation rate | 28.1% | 84.7%-56.6pp | 87.7%-59.7pp | 69.6%-41.6pp |
| Annual return | 14.49% | 22.82%-8.3pp | 48.32%-33.8pp | 31.72%-17.2pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $914 | $5,956-84.7% | $7,713-88.2% | $3,740-75.6% |
| Admin fee / account holder | $909 | $7,243-87.5% | $12,429-92.7% | $5,306-82.9% |