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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 | $18,114 | $81,208-77.7% | $98,916-81.7% | $79,858-77.3% |
| Participation rate | 34.3% | 72.5%-38.2pp | 76.0%-41.7pp | 69.6%-35.3pp |
| Annual return | 13.96% | 60.99%-47.0pp | 196.45%-182.5pp | 31.72%-17.8pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,153 | $3,265-64.7% | $4,245-72.8% | $3,740-69.2% |
| Admin fee / account holder | $4,080 | $6,013-32.1% | $6,642-38.6% | $5,306-23.1% |