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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 | $23,474 | $176,786-86.7% | $146,643-84.0% | $167,536-86.0% |
| Participation rate | 63.6% | 83.6%-20.0pp | 80.1%-16.4pp | 82.1%-18.5pp |
| Annual return | 13.44% | 24.04%-10.6pp | 22.75%-9.3pp | 478.82%-465.4pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,331 | $6,440-79.3% | $5,506-75.8% | $6,342-79.0% |
| Admin fee / account holder | $2,967 | $13,262-77.6% | $10,280-71.1% | $12,315-75.9% |