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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 | $9,298 | $124,330-92.5% | $109,173-91.5% | $167,536-94.5% |
| Participation rate | 50.0% | 79.5%-29.5pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 12.54% | 26.04%-13.5pp | 25.75%-13.2pp | 478.82%-466.3pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $920 | $5,256-82.5% | $4,654-80.2% | $6,342-85.5% |
| Admin fee / account holder | $5,817 | $7,974-27.1% | $6,755-13.9% | $12,315-52.8% |