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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 | $13,479 | $152,619-91.2% | $125,195-89.2% | $152,909-91.2% |
| Participation rate | 12.5% | 83.3%-70.8pp | 79.8%-67.3pp | 82.5%-70.0pp |
| Annual return | 18.43% | 54.85%-36.4pp | 43.79%-25.4pp | 345.46%-327.0pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $749 | $5,869-87.2% | $4,937-84.8% | $5,851-87.2% |
| Admin fee / account holder | $1,899 | $13,437-85.9% | $9,704-80.4% | $11,601-83.6% |