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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 | $17,739 | $65,084-72.7% | $67,681-73.8% | $64,340-72.4% |
| Participation rate | 19.6% | 66.7%-47.1pp | 73.7%-54.1pp | 55.2%-35.6pp |
| Annual return | 11.04% | 20.50%-9.5pp | 590.58%-579.5pp | 24.14%-13.1pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,678-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $470 | $3,210-85.4% | $3,976-88.2% | $2,980-84.2% |
| Admin fee / account holder | $6,443 | $1,415+355.3% | $6,100+5.6% | $3,703+74.0% |