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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 | $14,601 | $81,504-82.1% | $102,437-85.7% | $80,959-82.0% |
| Participation rate | 11.1% | 66.9%-55.7pp | 74.5%-63.4pp | 67.7%-56.6pp |
| Annual return | 13.81% | 25.60%-11.8pp | 24.95%-11.1pp | 35.67%-21.9pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $767 | $3,871-80.2% | $5,060-84.8% | $4,300-82.2% |
| Admin fee / account holder | $32,580 | $6,719+384.9% | $8,388+288.4% | $6,925+370.4% |