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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 | $19,963 | $86,298-76.9% | $111,308-82.1% | $85,847-76.7% |
| Participation rate | 20.7% | 73.3%-52.6pp | 77.3%-56.6pp | 69.3%-48.6pp |
| Annual return | 11.12% | 19.99%-8.9pp | 54.67%-43.5pp | 318.61%-307.5pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $431 | $3,641-88.2% | $4,487-90.4% | $3,952-89.1% |
| Admin fee / account holder | $7,310 | $8,189-10.7% | $7,965-8.2% | $6,261+16.8% |