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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 | $8,296 | $86,294-90.4% | $111,303-92.5% | $85,856-90.3% |
| Participation rate | 39.5% | 73.3%-33.8pp | 77.3%-37.8pp | 69.3%-29.8pp |
| Annual return | 11.88% | 19.99%-8.1pp | 54.66%-42.8pp | 318.58%-306.7pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,325 | $3,641-63.6% | $4,487-70.5% | $3,952-66.5% |
| Admin fee / account holder | $1,081 | $8,189-86.8% | $7,966-86.4% | $6,261-82.7% |