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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 | $12,705 | $81,504-84.4% | $102,437-87.6% | $80,959-84.3% |
| Participation rate | 16.3% | 66.9%-50.5pp | 74.5%-58.2pp | 67.7%-51.3pp |
| Annual return | 15.09% | 25.60%-10.5pp | 24.95%-9.9pp | 35.67%-20.6pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,353 | $3,871-65.0% | $5,060-73.3% | $4,300-68.5% |
| Admin fee / account holder | $11,957 | $6,719+78.0% | $8,388+42.6% | $6,925+72.7% |