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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 | $14,946 | $58,828-74.6% | $78,002-80.8% | $62,881-76.2% |
| Participation rate | 52.0% | 71.1%-19.1pp | 75.5%-23.5pp | 69.3%-17.3pp |
| Annual return | 5.78% | 17.16%-11.4pp | 425.99%-420.2pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $906 | $2,686-66.3% | $3,497-74.1% | $3,203-71.7% |
| Admin fee / account holder | $492 | $4,393-88.8% | $5,481-91.0% | $4,296-88.5% |