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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 | $11,880 | $116,190-89.8% | $93,614-87.3% | $152,885-92.2% |
| Participation rate | 18.2% | 78.0%-59.9pp | 75.8%-57.6pp | 82.5%-64.3pp |
| Annual return | 19.91% | 35.96%-16.1pp | 32.76%-12.8pp | 345.39%-325.5pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,718-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $269 | $4,604-94.2% | $4,069-93.4% | $5,851-95.4% |
| Admin fee / account holder | $7,397 | $10,749-31.2% | $7,889-6.2% | $11,598-36.2% |