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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 | $11,255 | $103,393-89.1% | $87,103-87.1% | $152,909-92.6% |
| Participation rate | 14.3% | 79.4%-65.1pp | 76.9%-62.6pp | 82.5%-68.2pp |
| Annual return | 19.66% | 28.10%-8.4pp | 28.19%-8.5pp | 345.46%-325.8pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $133 | $4,778-97.2% | $4,049-96.7% | $5,851-97.7% |
| Admin fee / account holder | $552 | $12,195-95.5% | $7,491-92.6% | $11,601-95.2% |