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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 | $12,239 | $129,737-90.6% | $119,126-89.7% | $154,746-92.1% |
| Participation rate | 69.2% | 78.9%-9.6pp | 75.8%-6.5pp | 80.7%-11.5pp |
| Annual return | 18.50% | 379.08%-360.6pp | 282.11%-263.6pp | 172.34%-153.8pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,580 | $5,842-72.9% | $5,318-70.3% | $6,730-76.5% |
| Admin fee / account holder | $2,620 | $11,961-78.1% | $10,693-75.5% | $14,365-81.8% |