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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 | $12,710 | $36,904-65.6% | $158,223-92.0% | $65,191-80.5% |
| Participation rate | 13.6% | 62.1%-48.5pp | 79.2%-65.6pp | 63.0%-49.4pp |
| Annual return | 17.46% | 24.43%-7.0pp | 52.09%-34.6pp | 51.24%-33.8pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,109-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $425 | $1,936-78.0% | $5,467-92.2% | $2,671-84.1% |
| Admin fee / account holder | $836 | $793+5.5% | $16,047-94.8% | $907-7.8% |