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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 | $12,285 | $99,652-87.7% | $78,778-84.4% | $147,585-91.7% |
| Participation rate | 40.0% | 76.2%-36.2pp | 69.2%-29.2pp | 82.8%-42.8pp |
| Annual return | 14.19% | 47.28%-33.1pp | 35.62%-21.4pp | 578.58%-564.4pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $137 | $3,664-96.3% | $2,958-95.4% | $5,439-97.5% |
| Admin fee / account holder | $7,625 | $7,155+6.6% | $5,134+48.5% | $10,886-30.0% |