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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 | $9,904 | $63,346-84.4% | $92,240-89.3% | $70,126-85.9% |
| Participation rate | 63.6% | 68.7%-5.0pp | 76.5%-12.8pp | 69.5%-5.9pp |
| Annual return | 14.00% | 530.19%-516.2pp | 176.29%-162.3pp | 73.15%-59.1pp |
| Employer contribution / active EE | $2,914 | $2,471+17.9% | $3,680-20.8% | $2,343+24.4% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,191 | $3,841-43.0% | $5,194-57.8% | $4,645-52.8% |