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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 | $9,091 | $52,581-82.7% | $130,788-93.0% | $64,340-85.9% |
| Participation rate | 12.0% | 46.5%-34.6pp | 70.1%-58.1pp | 55.2%-43.3pp |
| Annual return | 13.30% | 20.39%-7.1pp | 386.44%-373.1pp | 24.14%-10.8pp |
| Employer contribution / active EE | $0 | $1,031-100.0% | $3,558-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $473 | $2,200-78.5% | $4,137-88.6% | $2,980-84.1% |
| Admin fee / account holder | $2,525 | $4,583-44.9% | $6,673-62.2% | $3,703-31.8% |