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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 | $12,783 | $81,208-84.3% | $98,920-87.1% | $79,856-84.0% |
| Participation rate | 57.3% | 72.5%-15.2pp | 76.0%-18.7pp | 69.6%-12.3pp |
| Annual return | 10.28% | 60.99%-50.7pp | 196.47%-186.2pp | 31.71%-21.4pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $486 | $3,265-85.1% | $4,245-88.5% | $3,741-87.0% |
| Admin fee / account holder | $1,348 | $6,013-77.6% | $6,643-79.7% | $5,306-74.6% |