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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 | $8,509 | $124,351-93.2% | $109,188-92.2% | $167,553-94.9% |
| Participation rate | 33.3% | 79.4%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 13.62% | 26.04%-12.4pp | 25.76%-12.1pp | 478.89%-465.3pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $983 | $5,257-81.3% | $4,654-78.9% | $6,343-84.5% |
| Admin fee / account holder | $3,283 | $7,975-58.8% | $6,755-51.4% | $12,316-73.3% |