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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 | $17,929 | $117,895-84.8% | $102,460-82.5% | $145,897-87.7% |
| Participation rate | 22.2% | 78.6%-56.4pp | 76.5%-54.3pp | 80.3%-58.1pp |
| Annual return | 11.44% | 31.92%-20.5pp | 29.47%-18.0pp | 552.29%-540.9pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $87 | $5,736-98.5% | $5,056-98.3% | $6,689-98.7% |
| Admin fee / account holder | $2,484 | $13,353-81.4% | $9,460-73.7% | $13,390-81.4% |