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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 | $20,959 | $86,298-75.7% | $111,308-81.2% | $85,847-75.6% |
| Participation rate | 60.4% | 73.3%-13.0pp | 77.3%-16.9pp | 69.3%-8.9pp |
| Annual return | 11.51% | 19.99%-8.5pp | 54.67%-43.2pp | 318.61%-307.1pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,405 | $3,641-61.4% | $4,487-68.7% | $3,952-64.4% |
| Admin fee / account holder | $5,345 | $8,189-34.7% | $7,965-32.9% | $6,261-14.6% |