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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 | $21,116 | $105,284-79.9% | $150,734-86.0% | $94,015-77.5% |
| Participation rate | 47.4% | 71.7%-24.4pp | 78.4%-31.1pp | 70.8%-23.5pp |
| Annual return | 11.72% | 15.67%-4.0pp | 600.81%-589.1pp | 17.84%-6.1pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,869 | $4,274-56.3% | $5,610-66.7% | $4,249-56.0% |
| Admin fee / account holder | $6,310 | $9,839-35.9% | $14,905-57.7% | $8,951-29.5% |