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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 | $9,982 | $105,284-90.5% | $150,734-93.4% | $94,015-89.4% |
| Participation rate | 22.9% | 71.7%-48.9pp | 78.4%-55.6pp | 70.8%-48.0pp |
| Annual return | 13.72% | 15.67%-1.9pp | 600.81%-587.1pp | 17.84%-4.1pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,140 | $4,274-73.3% | $5,610-79.7% | $4,249-73.2% |
| Admin fee / account holder | $526 | $9,839-94.7% | $14,905-96.5% | $8,951-94.1% |