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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 | $14,200 | $152,612-90.7% | $125,192-88.7% | $152,897-90.7% |
| Participation rate | 37.5% | 83.3%-45.8pp | 79.8%-42.3pp | 82.5%-45.0pp |
| Annual return | 18.69% | 54.85%-36.2pp | 43.79%-25.1pp | 345.43%-326.7pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $567 | $5,868-90.3% | $4,937-88.5% | $5,851-90.3% |
| Admin fee / account holder | $533 | $13,437-96.0% | $9,704-94.5% | $11,599-95.4% |