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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 | $9,921 | $90,400-89.0% | $186,193-94.7% | $87,485-88.7% |
| Participation rate | 16.1% | 66.2%-50.1pp | 77.1%-61.0pp | 68.9%-52.9pp |
| Annual return | 17.45% | 22.15%-4.7pp | 78.03%-60.6pp | 26.06%-8.6pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $295 | $4,330-93.2% | $6,513-95.5% | $4,274-93.1% |
| Admin fee / account holder | $5,131 | $8,673-40.8% | $11,058-53.6% | $7,775-34.0% |