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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 | $11,346 | $59,804-81.0% | $81,982-86.2% | $79,856-85.8% |
| Participation rate | 11.3% | 61.6%-50.4pp | 69.3%-58.0pp | 69.6%-58.4pp |
| Annual return | 26.47% | 17.56%+8.9pp | 41.31%-14.8pp | 31.71%-5.2pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $814 | $2,695-69.8% | $3,722-78.1% | $3,741-78.2% |
| Admin fee / account holder | $2,014 | $4,288-53.0% | $5,665-64.4% | $5,306-62.0% |