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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 | $11,473 | $76,696-85.0% | $96,538-88.1% | $71,529-84.0% |
| Participation rate | 58.0% | 66.6%-8.5pp | 74.3%-16.3pp | 67.9%-9.9pp |
| Annual return | 64.17% | 48.32%+15.8pp | 35.74%+28.4pp | 28.97%+35.2pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $3,740-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $885 | $3,770-76.5% | $4,880-81.9% | $4,291-79.4% |
| Admin fee / account holder | $488 | $2,030-76.0% | $6,737-92.8% | $1,588-69.3% |