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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 | $31,449 | $88,183-64.3% | $107,187-70.7% | $71,012-55.7% |
| Participation rate | 8.6% | 67.5%-58.9pp | 75.0%-66.4pp | 58.6%-49.9pp |
| Annual return | 15.87% | 16.47%-0.6pp | 204.55%-188.7pp | 37.67%-21.8pp |
| Employer contribution / active EE | $0 | $3,914-100.0% | $3,782-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $791 | $3,079-74.3% | $5,096-84.5% | $3,246-75.6% |
| Admin fee / account holder | $5,379 | $1,430+276.1% | $9,162-41.3% | $1,167+360.9% |