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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 | $9,426 | $91,559-89.7% | $133,971-93.0% | $79,852-88.2% |
| Participation rate | 29.4% | 73.3%-43.9pp | 79.8%-50.4pp | 69.6%-40.2pp |
| Annual return | 14.78% | 61.85%-47.1pp | 45.09%-30.3pp | 31.72%-16.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $710 | $3,734-81.0% | $5,047-85.9% | $3,740-81.0% |
| Admin fee / account holder | $882 | $6,321-86.0% | $8,929-90.1% | $5,306-83.4% |