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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 | $10,361 | $77,638-86.7% | $156,551-93.4% | $62,881-83.5% |
| Participation rate | 17.1% | 71.2%-54.1pp | 84.0%-66.9pp | 69.3%-52.2pp |
| Annual return | 9.47% | 50.33%-40.9pp | 32.23%-22.8pp | 20.14%-10.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $142 | $3,046-95.3% | $4,871-97.1% | $3,203-95.6% |
| Admin fee / account holder | $5,859 | $5,561+5.3% | $13,028-55.0% | $4,296+36.4% |