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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 | $14,900 | $80,983-81.6% | $96,544-84.6% | $75,177-80.2% |
| Participation rate | 44.9% | 71.8%-26.9pp | 76.0%-31.1pp | 67.2%-22.3pp |
| Annual return | 13.09% | 27.05%-14.0pp | 25.88%-12.8pp | 160.75%-147.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $507 | $3,929-87.1% | $4,851-89.6% | $4,126-87.7% |
| Admin fee / account holder | $532 | $6,717-92.1% | $8,254-93.6% | $5,651-90.6% |