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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 | $11,266 | $124,346-90.9% | $111,306-89.9% | $167,553-93.3% |
| Participation rate | 16.7% | 79.6%-63.0pp | 77.3%-60.7pp | 82.1%-65.4pp |
| Annual return | 13.03% | 37.46%-24.4pp | 54.67%-41.6pp | 478.89%-465.9pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $621 | $5,182-88.0% | $4,488-86.2% | $6,343-90.2% |
| Admin fee / account holder | $7,221 | $10,623-32.0% | $7,966-9.4% | $12,316-41.4% |