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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 | $33,536 | $80,705-58.4% | $115,768-71.0% | $67,986-50.7% |
| Participation rate | 39.3% | 63.0%-23.7pp | 74.4%-35.1pp | 57.2%-17.9pp |
| Annual return | 13.10% | 18.49%-5.4pp | 100.46%-87.4pp | 31.67%-18.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,940-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,126 | $3,559-68.4% | $4,917-77.1% | $3,358-66.5% |
| Admin fee / account holder | $17,702 | $4,135+328.1% | $12,439+42.3% | $3,203+452.6% |