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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 | $12,893 | $85,169-84.9% | $172,755-92.5% | $72,983-82.3% |
| Participation rate | 28.7% | 70.1%-41.3pp | 82.6%-53.9pp | 69.5%-40.8pp |
| Annual return | 18.50% | 27.32%-8.8pp | 802.94%-784.4pp | 81.01%-62.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $505 | $3,260-84.5% | $5,198-90.3% | $3,608-86.0% |
| Admin fee / account holder | $1,444 | $5,880-75.4% | $13,955-89.7% | $5,124-71.8% |