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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 | $14,578 | $86,298-83.1% | $111,308-86.9% | $85,847-83.0% |
| Participation rate | 28.3% | 73.3%-45.0pp | 77.3%-49.0pp | 69.3%-41.0pp |
| Annual return | 11.83% | 19.99%-8.2pp | 54.67%-42.8pp | 318.61%-306.8pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $494 | $3,641-86.4% | $4,487-89.0% | $3,952-87.5% |
| Admin fee / account holder | $5,411 | $8,189-33.9% | $7,965-32.1% | $6,261-13.6% |