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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 | $12,723 | $113,941-88.8% | $94,229-86.5% | $125,389-89.9% |
| Participation rate | 42.9% | 82.9%-40.0pp | 78.8%-35.9pp | 83.2%-40.3pp |
| Annual return | 7.11% | 5.29%+1.8pp | 10.68%-3.6pp | 282.24%-275.1pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,443 | $5,179-72.1% | $4,320-66.6% | $5,352-73.0% |
| Admin fee / account holder | $46,493 | $8,392+454.0% | $6,269+641.6% | $9,541+387.3% |