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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 | $13,775 | $78,423-82.4% | $95,964-85.6% | $79,856-82.8% |
| Participation rate | 43.5% | 73.5%-30.0pp | 77.1%-33.6pp | 69.6%-26.2pp |
| Annual return | 13.90% | 19.37%-5.5pp | 91.64%-77.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $660 | $3,440-80.8% | $4,167-84.2% | $3,741-82.4% |
| Admin fee / account holder | $353 | $5,622-93.7% | $6,797-94.8% | $5,306-93.4% |