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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 | $20,183 | $106,749-81.1% | $145,433-86.1% | $82,448-75.5% |
| Participation rate | 13.0% | 75.6%-62.7pp | 82.1%-69.2pp | 68.1%-55.1pp |
| Annual return | 19.86% | 27.59%-7.7pp | 66.58%-46.7pp | 41.64%-21.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,624 | $6,519-75.1% | $7,897-79.4% | $4,139-60.8% |
| Admin fee / account holder | $674 | $8,390-92.0% | $13,129-94.9% | $7,234-90.7% |