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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 | $19,903 | $86,938-77.1% | $102,423-80.6% | $80,925-75.4% |
| Participation rate | 10.7% | 72.4%-61.7pp | 76.5%-65.8pp | 67.7%-56.9pp |
| Annual return | 12.11% | 18.89%-6.8pp | 29.42%-17.3pp | 35.65%-23.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $641 | $4,120-84.4% | $5,054-87.3% | $4,299-85.1% |
| Admin fee / account holder | $2,574 | $8,053-68.0% | $9,455-72.8% | $6,940-62.9% |