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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 | $15,038 | $125,797-88.0% | $170,043-91.2% | $75,173-80.0% |
| Participation rate | 66.0% | 83.6%-17.6pp | 87.0%-21.0pp | 67.2%-1.2pp |
| Annual return | 13.94% | 27.20%-13.3pp | 53.40%-39.5pp | 160.72%-146.8pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,236 | $6,838-81.9% | $10,410-88.1% | $4,126-70.0% |
| Admin fee / account holder | $2,124 | $8,177-74.0% | $12,824-83.4% | $5,651-62.4% |