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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 | $11,145 | $117,846-90.5% | $102,434-89.1% | $145,884-92.4% |
| Participation rate | 38.9% | 78.6%-39.7pp | 76.5%-37.6pp | 80.3%-41.4pp |
| Annual return | 9.48% | 31.90%-22.4pp | 29.46%-20.0pp | 551.85%-542.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,444 | $5,733-74.8% | $5,055-71.4% | $6,690-78.4% |
| Admin fee / account holder | $3,424 | $13,356-74.4% | $9,462-63.8% | $13,392-74.4% |