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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 | $23,270 | $80,332-71.0% | $107,187-78.3% | $64,097-63.7% |
| Participation rate | 10.6% | 54.4%-43.8pp | 75.0%-64.4pp | 55.2%-44.6pp |
| Annual return | 18.30% | 24.26%-6.0pp | 204.55%-186.2pp | 34.64%-16.3pp |
| Employer contribution / active EE | $0 | $2,501-100.0% | $3,782-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $484 | $3,109-84.4% | $5,096-90.5% | $3,080-84.3% |
| Admin fee / account holder | $2,572 | $4,314-40.4% | $9,162-71.9% | $3,454-25.5% |