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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 | $10,375 | $211,239-95.1% | $178,528-94.2% | $145,877-92.9% |
| Participation rate | 22.2% | 80.8%-58.6pp | 77.1%-54.9pp | 80.3%-58.1pp |
| Annual return | 11.41% | 30.22%-18.8pp | 27.11%-15.7pp | 551.28%-539.9pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $48 | $6,963-99.3% | $6,278-99.2% | $6,691-99.3% |
| Admin fee / account holder | $4,363 | $12,095-63.9% | $10,419-58.1% | $13,402-67.4% |