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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 | $9,437 | $98,760-90.4% | $149,715-93.7% | $79,858-88.2% |
| Participation rate | 31.3% | 75.8%-44.5pp | 82.5%-51.2pp | 69.6%-38.4pp |
| Annual return | 16.40% | 27.43%-11.0pp | 276.66%-260.3pp | 31.72%-15.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,475 | $5,681-74.0% | $6,842-78.4% | $3,740-60.6% |
| Admin fee / account holder | $9,864 | $6,053+63.0% | $9,310+6.0% | $5,306+85.9% |