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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 | $12,542 | $84,236-85.1% | $170,439-92.6% | $70,124-82.1% |
| Participation rate | 24.0% | 70.8%-46.8pp | 83.6%-59.6pp | 69.5%-45.5pp |
| Annual return | 12.46% | 23.06%-10.6pp | 205.94%-193.5pp | 73.14%-60.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $508 | $3,086-83.5% | $4,939-89.7% | $3,332-84.8% |
| Admin fee / account holder | $1,821 | $5,698-68.0% | $13,881-86.9% | $4,645-60.8% |