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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 | $12,553 | $84,236-85.1% | $170,435-92.6% | $70,126-82.1% |
| Participation rate | 36.9% | 70.8%-33.9pp | 83.6%-46.7pp | 69.5%-32.6pp |
| Annual return | 13.78% | 23.06%-9.3pp | 205.94%-192.2pp | 73.15%-59.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $439 | $3,086-85.8% | $4,939-91.1% | $3,332-86.8% |
| Admin fee / account holder | $5,575 | $5,698-2.2% | $13,881-59.8% | $4,645+20.0% |