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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 | $16,561 | $92,219-82.0% | $76,768-78.4% | $135,379-87.8% |
| Participation rate | 41.7% | 79.8%-38.1pp | 77.0%-35.3pp | 82.6%-41.0pp |
| Annual return | 5.69% | 5.46%+0.2pp | 2.43%+3.3pp | 519.79%-514.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $710 | $4,508-84.3% | $3,852-81.6% | $5,609-87.3% |
| Admin fee / account holder | $20,595 | $10,749+91.6% | $6,675+208.5% | $10,828+90.2% |