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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 | $211,224-95.1% | $178,505-94.2% | $145,897-92.9% |
| Participation rate | 22.2% | 80.8%-58.6pp | 77.1%-54.9pp | 80.3%-58.1pp |
| Annual return | 11.41% | 30.28%-18.9pp | 27.16%-15.7pp | 552.29%-540.9pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $48 | $6,966-99.3% | $6,280-99.2% | $6,689-99.3% |
| Admin fee / account holder | $4,363 | $12,109-64.0% | $10,428-58.2% | $13,390-67.4% |