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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 | $44,539 | $167,415-73.4% | $140,514-68.3% | $198,609-77.6% |
| Participation rate | 66.7% | 80.9%-14.2pp | 77.8%-11.1pp | 82.4%-15.7pp |
| Annual return | 16.94% | 13.85%+3.1pp | 14.36%+2.6pp | 202.70%-185.8pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,042 | $5,579-81.3% | $4,919-78.8% | $6,977-85.1% |
| Admin fee / account holder | $11,925 | $16,730-28.7% | $13,697-12.9% | $19,030-37.3% |