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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 | $14,639 | $103,392-85.8% | $87,104-83.2% | $152,897-90.4% |
| Participation rate | 59.1% | 79.4%-20.3pp | 76.9%-17.8pp | 82.5%-23.4pp |
| Annual return | 16.57% | 28.10%-11.5pp | 28.19%-11.6pp | 345.43%-328.9pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $893 | $4,778-81.3% | $4,048-78.0% | $5,851-84.7% |
| Admin fee / account holder | $7,432 | $12,194-39.1% | $7,491-0.8% | $11,599-35.9% |