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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 | $16,196 | $76,669-78.9% | $96,520-83.2% | $71,495-77.3% |
| Participation rate | 20.8% | 66.6%-45.8pp | 74.3%-53.6pp | 67.9%-47.2pp |
| Annual return | 20.41% | 48.29%-27.9pp | 35.72%-15.3pp | 28.85%-8.4pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,739-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $629 | $3,771-83.3% | $4,879-87.1% | $4,291-85.3% |
| Admin fee / account holder | $1,444 | $2,028-28.8% | $6,733-78.6% | $1,588-9.1% |