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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 | $11,267 | $110,212-89.8% | $96,534-88.3% | $139,466-91.9% |
| Participation rate | 62.5% | 78.1%-15.6pp | 76.0%-13.5pp | 80.3%-17.8pp |
| Annual return | 11.48% | 26.42%-14.9pp | 25.88%-14.4pp | 373.66%-362.2pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,640 | $5,547-70.4% | $4,851-66.2% | $6,712-75.6% |
| Admin fee / account holder | $11,835 | $11,599+2.0% | $8,253+43.4% | $11,409+3.7% |