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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 | $20,148 | $136,860-85.3% | $120,344-83.3% | $154,746-87.0% |
| Participation rate | 4.5% | 79.9%-75.3pp | 76.7%-72.2pp | 80.7%-76.2pp |
| Annual return | 8.99% | 21.38%-12.4pp | 20.30%-11.3pp | 172.34%-163.3pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $643 | $5,793-88.9% | $5,135-87.5% | $6,730-90.4% |
| Admin fee / account holder | $36,418 | $15,393+136.6% | $12,742+185.8% | $14,365+153.5% |