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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 | $12,655 | $76,551-83.5% | $123,894-89.8% | $62,881-79.9% |
| Participation rate | 26.7% | 73.0%-46.3pp | 81.4%-54.7pp | 69.3%-42.6pp |
| Annual return | 6.56% | 18.68%-12.1pp | 47.52%-41.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,261 | $4,840-73.9% | $5,984-78.9% | $3,203-60.6% |
| Admin fee / account holder | $9,881 | $4,826+104.8% | $8,357+18.2% | $4,296+130.0% |