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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 | $13,375 | $117,904-88.7% | $102,457-86.9% | $145,978-90.8% |
| Participation rate | 10.0% | 78.6%-68.6pp | 76.5%-66.5pp | 80.3%-70.3pp |
| Annual return | 22.08% | 31.80%-9.7pp | 29.41%-7.3pp | 550.52%-528.4pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $105 | $5,733-98.2% | $5,054-97.9% | $6,690-98.4% |
| Admin fee / account holder | $6,474 | $13,329-51.4% | $9,451-31.5% | $13,400-51.7% |