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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 | $18,939 | $124,336-84.8% | $111,303-83.0% | $167,518-88.7% |
| Participation rate | 56.5% | 79.6%-23.1pp | 77.3%-20.8pp | 82.1%-25.6pp |
| Annual return | 10.59% | 37.45%-26.9pp | 54.66%-44.1pp | 478.71%-468.1pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $824 | $5,181-84.1% | $4,487-81.6% | $6,342-87.0% |
| Admin fee / account holder | $527 | $10,623-95.0% | $7,966-93.4% | $12,312-95.7% |