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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 | $18,931 | $103,387-81.7% | $87,102-78.3% | $152,885-87.6% |
| Participation rate | 42.1% | 79.4%-37.2pp | 76.9%-34.8pp | 82.5%-40.3pp |
| Annual return | 10.95% | 28.10%-17.1pp | 28.19%-17.2pp | 345.39%-334.4pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,213 | $4,778-74.6% | $4,048-70.0% | $5,851-79.3% |
| Admin fee / account holder | $1,821 | $12,193-85.1% | $7,491-75.7% | $11,598-84.3% |