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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 | $15,655 | $105,284-85.1% | $150,734-89.6% | $94,015-83.3% |
| Participation rate | 32.4% | 71.7%-39.4pp | 78.4%-46.1pp | 70.8%-38.5pp |
| Annual return | 13.99% | 15.67%-1.7pp | 600.81%-586.8pp | 17.84%-3.9pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,789 | $4,274-58.1% | $5,610-68.1% | $4,249-57.9% |
| Admin fee / account holder | $4,638 | $9,839-52.9% | $14,905-68.9% | $8,951-48.2% |