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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 | $17,525 | $117,895-85.1% | $102,460-82.9% | $145,897-88.0% |
| Participation rate | 63.2% | 78.6%-15.5pp | 76.5%-13.4pp | 80.3%-17.1pp |
| Annual return | 16.63% | 31.92%-15.3pp | 29.47%-12.8pp | 552.29%-535.7pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $866 | $5,736-84.9% | $5,056-82.9% | $6,689-87.1% |
| Admin fee / account holder | $3,356 | $13,353-74.9% | $9,460-64.5% | $13,390-74.9% |