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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 | $10,130 | $56,110-81.9% | $94,993-89.3% | $70,126-85.6% |
| Participation rate | 33.3% | 65.0%-31.7pp | 73.9%-40.6pp | 69.5%-36.2pp |
| Annual return | 13.23% | 51.02%-37.8pp | 27.14%-13.9pp | 73.15%-59.9pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $407 | $2,391-83.0% | $3,317-87.7% | $3,332-87.8% |
| Admin fee / account holder | $5,059 | $3,456+46.4% | $4,960+2.0% | $4,645+8.9% |