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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 | $9,686 | $75,183-87.1% | $123,894-92.2% | $55,167-82.4% |
| Participation rate | 50.0% | 72.8%-22.8pp | 81.4%-31.4pp | 69.0%-19.0pp |
| Annual return | 18.99% | 19.01%0pp | 47.52%-28.5pp | 169.23%-150.2pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,285 | $5,084-74.7% | $5,984-78.5% | $3,054-57.9% |
| Admin fee / account holder | $712 | $663+7.5% | $8,357-91.5% | $504+41.3% |