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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 | $10,260 | $84,236-87.8% | $170,435-94.0% | $70,126-85.4% |
| Participation rate | 15.9% | 70.8%-55.0pp | 83.6%-67.7pp | 69.5%-53.7pp |
| Annual return | 14.62% | 23.06%-8.4pp | 205.94%-191.3pp | 73.15%-58.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $114 | $3,086-96.3% | $4,939-97.7% | $3,332-96.6% |
| Admin fee / account holder | $598 | $5,698-89.5% | $13,881-95.7% | $4,645-87.1% |