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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 | $10,146 | $102,638-90.1% | $81,991-87.6% | $158,966-93.6% |
| Participation rate | 25.0% | 75.5%-50.5pp | 69.3%-44.3pp | 82.0%-57.0pp |
| Annual return | 11.81% | 61.05%-49.2pp | 41.31%-29.5pp | 302.95%-291.1pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $25 | $4,649-99.5% | $3,722-99.3% | $5,983-99.6% |
| Admin fee / account holder | $3,022 | $8,237-63.3% | $5,665-46.7% | $11,250-73.1% |