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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 | $11,751 | $125,797-90.7% | $170,028-93.1% | $75,181-84.4% |
| Participation rate | 58.6% | 83.6%-25.0pp | 87.0%-28.4pp | 67.2%-8.6pp |
| Annual return | 14.47% | 27.20%-12.7pp | 53.39%-38.9pp | 160.69%-146.2pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,788-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,674 | $6,838-75.5% | $10,409-83.9% | $4,126-59.4% |
| Admin fee / account holder | $3,707 | $8,177-54.7% | $12,820-71.1% | $5,650-34.4% |