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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 | $14,798 | $127,790-88.4% | $106,554-86.1% | $167,553-91.2% |
| Participation rate | 23.5% | 78.3%-54.8pp | 76.1%-52.6pp | 82.1%-58.6pp |
| Annual return | 9.36% | 33.88%-24.5pp | 26.80%-17.4pp | 478.89%-469.5pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $633 | $5,088-87.6% | $4,398-85.6% | $6,343-90.0% |
| Admin fee / account holder | $1,935 | $11,231-82.8% | $7,408-73.9% | $12,316-84.3% |