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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 | $12,929 | $77,638-83.3% | $156,551-91.7% | $62,881-79.4% |
| Participation rate | 49.3% | 71.2%-21.9pp | 84.0%-34.7pp | 69.3%-20.0pp |
| Annual return | 6.54% | 50.33%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $795 | $3,046-73.9% | $4,871-83.7% | $3,203-75.2% |
| Admin fee / account holder | $1,286 | $5,561-76.9% | $13,028-90.1% | $4,296-70.1% |