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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 | $10,482 | $96,491-89.1% | $75,894-86.2% | $152,885-93.1% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.5%-15.8pp |
| Annual return | 18.49% | 33.98%-15.5pp | 30.76%-12.3pp | 345.39%-326.9pp |
| Employer contribution / active EE | $0 | $3,310-100.0% | $2,501-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $850 | $4,553-81.3% | $3,603-76.4% | $5,851-85.5% |
| Admin fee / account holder | $347 | $8,079-95.7% | $5,420-93.6% | $11,598-97.0% |