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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 | $21,508 | $98,240-78.1% | $82,312-73.9% | $147,586-85.4% |
| Participation rate | 30.0% | 79.7%-49.7pp | 76.9%-46.9pp | 82.8%-52.8pp |
| Annual return | 12.16% | 30.85%-18.7pp | 25.88%-13.7pp | 578.59%-566.4pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $240 | $4,383-94.5% | $3,706-93.5% | $5,439-95.6% |
| Admin fee / account holder | $1,466 | $8,563-82.9% | $5,608-73.9% | $10,886-86.5% |