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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 | $11,999 | $167,483-92.8% | $115,752-89.6% | $147,585-91.9% |
| Participation rate | 22.2% | 81.7%-59.5pp | 77.8%-55.5pp | 82.8%-60.6pp |
| Annual return | 26.26% | 12.11%+14.1pp | 19.41%+6.8pp | 578.58%-552.3pp |
| Employer contribution / active EE | $0 | $4,960-100.0% | $3,492-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,868 | $7,037-73.5% | $5,204-64.1% | $5,439-65.7% |
| Admin fee / account holder | $336 | $13,069-97.4% | $6,278-94.7% | $10,886-96.9% |