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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 | $7,758 | $53,837-85.6% | $75,717-89.8% | $85,856-91.0% |
| Participation rate | 15.1% | 69.1%-54.0pp | 74.8%-59.8pp | 69.3%-54.3pp |
| Annual return | 23.86% | 24.54%-0.7pp | 104.58%-80.7pp | 318.58%-294.7pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $561 | $2,895-80.6% | $3,821-85.3% | $3,952-85.8% |
| Admin fee / account holder | $1,156 | $3,341-65.4% | $3,619-68.1% | $6,261-81.5% |