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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 | $10,708 | $105,856-89.9% | $90,161-88.1% | $147,586-92.7% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 17.26% | 37.63%-20.4pp | 34.89%-17.6pp | 578.59%-561.3pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $709 | $5,733-87.6% | $5,287-86.6% | $5,439-87.0% |
| Admin fee / account holder | $2,087 | $8,046-74.1% | $5,943-64.9% | $10,886-80.8% |