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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 | $13,434 | $110,240-87.8% | $96,544-86.1% | $139,487-90.4% |
| Participation rate | 45.0% | 78.1%-33.1pp | 76.0%-31.0pp | 80.3%-35.3pp |
| Annual return | 13.12% | 26.41%-13.3pp | 25.88%-12.8pp | 373.84%-360.7pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,349 | $5,549-75.7% | $4,851-72.2% | $6,713-79.9% |
| Admin fee / account holder | $2,389 | $11,602-79.4% | $8,254-71.1% | $11,407-79.1% |