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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 | $10,767 | $75,183-85.7% | $123,894-91.3% | $55,167-80.5% |
| Participation rate | 31.9% | 72.8%-40.9pp | 81.4%-49.5pp | 69.0%-37.1pp |
| Annual return | 14.14% | 19.01%-4.9pp | 47.52%-33.4pp | 169.23%-155.1pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,343 | $5,084-73.6% | $5,984-77.6% | $3,054-56.0% |
| Admin fee / account holder | $4,542 | $663+585.6% | $8,357-45.6% | $504+801.4% |