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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 | $11,366 | $91,198-87.5% | $178,503-93.6% | $79,856-85.8% |
| Participation rate | 33.3% | 69.2%-35.9pp | 81.9%-48.6pp | 69.6%-36.3pp |
| Annual return | 11.50% | 24.20%-12.7pp | 151.12%-139.6pp | 31.71%-20.2pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $415 | $3,237-87.2% | $5,202-92.0% | $3,741-88.9% |
| Admin fee / account holder | $501 | $6,748-92.6% | $13,987-96.4% | $5,306-90.6% |