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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 | $10,901 | $124,298-91.2% | $109,152-90.0% | $167,497-93.5% |
| Participation rate | 26.3% | 79.4%-53.1pp | 75.9%-49.6pp | 82.1%-55.8pp |
| Annual return | 11.64% | 26.04%-14.4pp | 25.75%-14.1pp | 478.62%-467.0pp |
| Employer contribution / active EE | $0 | $4,208-100.0% | $3,722-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,203 | $5,256-77.1% | $4,653-74.2% | $6,341-81.0% |
| Admin fee / account holder | $4,959 | $7,971-37.8% | $6,753-26.6% | $12,310-59.7% |