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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 | $27,373 | $86,288-68.3% | $111,306-75.4% | $85,851-68.1% |
| Participation rate | 51.1% | 73.3%-22.2pp | 77.3%-26.2pp | 69.3%-18.2pp |
| Annual return | 27.70% | 19.99%+7.7pp | 54.67%-27.0pp | 318.63%-290.9pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $466 | $3,641-87.2% | $4,488-89.6% | $3,952-88.2% |
| Admin fee / account holder | $1,177 | $8,189-85.6% | $7,966-85.2% | $6,261-81.2% |