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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 | $10,886 | $80,983-86.6% | $96,544-88.7% | $75,177-85.5% |
| Participation rate | 44.9% | 71.8%-26.9pp | 76.0%-31.1pp | 67.2%-22.3pp |
| Annual return | 15.63% | 27.05%-11.4pp | 25.88%-10.2pp | 160.75%-145.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,108 | $3,929-71.8% | $4,851-77.2% | $4,126-73.2% |
| Admin fee / account holder | $706 | $6,717-89.5% | $8,254-91.5% | $5,651-87.5% |