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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 | $13,164 | $76,551-82.8% | $123,894-89.4% | $62,881-79.1% |
| Participation rate | 35.9% | 73.0%-37.1pp | 81.4%-45.5pp | 69.3%-33.4pp |
| Annual return | 8.92% | 18.68%-9.8pp | 47.52%-38.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $824 | $4,840-83.0% | $5,984-86.2% | $3,203-74.3% |
| Admin fee / account holder | $719 | $4,826-85.1% | $8,357-91.4% | $4,296-83.3% |