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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 | $13,470 | $112,131-88.0% | $95,964-86.0% | $158,982-91.5% |
| Participation rate | 33.3% | 79.0%-45.7pp | 77.1%-43.8pp | 82.0%-48.6pp |
| Annual return | 14.07% | 171.19%-157.1pp | 91.64%-77.6pp | 302.99%-288.9pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $637 | $4,784-86.7% | $4,167-84.7% | $5,983-89.4% |
| Admin fee / account holder | $795 | $10,136-92.2% | $6,797-88.3% | $11,252-92.9% |