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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 | $12,766 | $122,131-89.5% | $625,211-98.0% | $122,131-89.5% |
| Participation rate | 35.1% | 75.1%-40.0pp | 68.5%-33.5pp | 75.1%-40.0pp |
| Annual return | 21.05% | 16.17%+4.9pp | -4.48%+25.5pp | 16.17%+4.9pp |
| Employer contribution / active EE | $0 | $3,608-100.0% | $5,469-100.0% | $3,608-100.0% |
| Participant deferral / active EE | $782 | $3,892-79.9% | $3,285-76.2% | $3,892-79.9% |
| Admin fee / account holder | $2,045 | $11,586-82.4% | $15,496-86.8% | $11,586-82.4% |