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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 | $18,153 | $83,369-78.2% | $105,223-82.7% | $67,986-73.3% |
| Participation rate | 19.6% | 56.3%-36.7pp | 75.0%-55.4pp | 57.2%-37.6pp |
| Annual return | 14.34% | 24.64%-10.3pp | 180.65%-166.3pp | 31.67%-17.3pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $563 | $3,295-82.9% | $5,072-88.9% | $3,358-83.2% |
| Admin fee / account holder | $1,484 | $4,073-63.6% | $8,859-83.2% | $3,203-53.7% |