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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 | $16,502 | $78,707-79.0% | $117,861-86.0% | $70,126-76.5% |
| Participation rate | 59.6% | 73.2%-13.6pp | 79.7%-20.1pp | 69.5%-10.0pp |
| Annual return | 12.99% | 23.30%-10.3pp | 335.11%-322.1pp | 73.15%-60.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $959 | $3,297-70.9% | $4,482-78.6% | $3,332-71.2% |
| Admin fee / account holder | $778 | $5,066-84.6% | $8,021-90.3% | $4,645-83.2% |