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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 | $14,373 | $102,393-86.0% | $147,041-90.2% | $80,911-82.2% |
| Participation rate | 56.5% | 75.9%-19.3pp | 82.2%-25.6pp | 67.6%-11.1pp |
| Annual return | 13.16% | 134.95%-121.8pp | 419.21%-406.1pp | 35.63%-22.5pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,979 | $6,647-70.2% | $8,071-75.5% | $4,297-54.0% |
| Admin fee / account holder | $1,324 | $7,943-83.3% | $13,006-89.8% | $6,935-80.9% |