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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 | $16,705 | $162,812-89.7% | $133,971-87.5% | $158,966-89.5% |
| Participation rate | 45.5% | 83.2%-37.8pp | 79.8%-34.4pp | 82.0%-36.5pp |
| Annual return | 11.38% | 41.94%-30.6pp | 45.09%-33.7pp | 302.95%-291.6pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $822 | $5,910-86.1% | $5,047-83.7% | $5,983-86.3% |
| Admin fee / account holder | $1,499 | $11,741-87.2% | $8,929-83.2% | $11,250-86.7% |