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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 | $15,241 | $72,486-79.0% | $87,103-82.5% | $72,976-79.1% |
| Participation rate | 47.2% | 72.8%-25.6pp | 76.9%-29.7pp | 69.5%-22.3pp |
| Annual return | 20.74% | 24.46%-3.7pp | 28.19%-7.4pp | 81.02%-60.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $412 | $3,270-87.4% | $4,049-89.8% | $3,608-88.6% |
| Admin fee / account holder | $2,949 | $5,055-41.7% | $7,491-60.6% | $5,124-42.5% |