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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 | $11,808 | $68,681-82.8% | $86,615-86.4% | $85,847-86.2% |
| Participation rate | 15.8% | 66.4%-50.6pp | 71.6%-55.9pp | 69.3%-53.5pp |
| Annual return | 16.33% | 20.12%-3.8pp | 63.51%-47.2pp | 318.61%-302.3pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,496-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,020 | $2,919-65.1% | $3,699-72.4% | $3,952-74.2% |
| Admin fee / account holder | $1,123 | $5,974-81.2% | $5,830-80.7% | $6,261-82.1% |