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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 | $15,034 | $87,834-82.9% | $133,975-88.8% | $62,881-76.1% |
| Participation rate | 62.5% | 83.4%-20.9pp | 87.1%-24.6pp | 69.3%-6.8pp |
| Annual return | 6.31% | 12.05%-5.7pp | 29.29%-23.0pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,596 | $4,812-66.8% | $6,282-74.6% | $3,203-50.2% |
| Admin fee / account holder | $350 | $5,372-93.5% | $9,324-96.2% | $4,296-91.9% |