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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 | $12,944 | $48,078-73.1% | $78,676-83.5% | $62,881-79.4% |
| Participation rate | 25.5% | 65.2%-39.7pp | 73.6%-48.0pp | 69.3%-43.8pp |
| Annual return | 10.68% | 31.36%-20.7pp | 62.19%-51.5pp | 20.14%-9.5pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $303 | $2,587-88.3% | $3,517-91.4% | $3,203-90.5% |
| Admin fee / account holder | $669 | $3,206-79.1% | $4,510-85.2% | $4,296-84.4% |