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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 | $12,214 | $162,821-92.5% | $133,978-90.9% | $158,982-92.3% |
| Participation rate | 54.2% | 83.2%-29.1pp | 79.8%-25.7pp | 82.0%-27.8pp |
| Annual return | 16.67% | 41.95%-25.3pp | 45.10%-28.4pp | 302.99%-286.3pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $401 | $5,910-93.2% | $5,047-92.1% | $5,983-93.3% |
| Admin fee / account holder | $790 | $11,742-93.3% | $8,930-91.1% | $11,252-93.0% |