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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 | $18,414 | $167,415-89.0% | $140,514-86.9% | $198,609-90.7% |
| Participation rate | 63.6% | 80.9%-17.2pp | 77.8%-14.2pp | 82.4%-18.7pp |
| Annual return | 9.06% | 13.85%-4.8pp | 14.36%-5.3pp | 202.70%-193.6pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,049 | $5,579-63.3% | $4,919-58.3% | $6,977-70.6% |
| Admin fee / account holder | $5,347 | $16,730-68.0% | $13,697-61.0% | $19,030-71.9% |