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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 | $13,939 | $79,089-82.4% | $100,392-86.1% | $74,459-81.3% |
| Participation rate | 37.7% | 79.4%-41.7pp | 81.5%-43.8pp | 67.2%-29.5pp |
| Annual return | 14.92% | 20.61%-5.7pp | 49.45%-34.5pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,941-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,919 | $7,747-75.2% | $8,090-76.3% | $4,350-55.9% |
| Admin fee / account holder | $2,346 | $1,336+75.6% | $7,904-70.3% | $1,945+20.6% |