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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 | $14,854 | $93,598-84.1% | $135,974-89.1% | $75,173-80.2% |
| Participation rate | 64.4% | 75.2%-10.8pp | 81.9%-17.5pp | 67.2%-2.8pp |
| Annual return | 17.10% | 30.89%-13.8pp | 68.30%-51.2pp | 160.72%-143.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,711 | $6,405-73.3% | $7,760-78.0% | $4,126-58.5% |
| Admin fee / account holder | $454 | $6,978-93.5% | $10,767-95.8% | $5,651-92.0% |