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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 | $14,738 | $103,392-85.7% | $87,104-83.1% | $152,897-90.4% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.9%-16.9pp | 82.5%-22.5pp |
| Annual return | 21.31% | 28.10%-6.8pp | 28.19%-6.9pp | 345.43%-324.1pp |
| Employer contribution / active EE | $2,490 | $3,221-22.7% | $2,521-1.2% | $4,764-47.7% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $442 | $12,194-96.4% | $7,491-94.1% | $11,599-96.2% |