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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 | $25,721 | $80,763-68.2% | $102,412-74.9% | $74,459-65.5% |
| Participation rate | 38.2% | 65.7%-27.5pp | 74.5%-36.3pp | 67.2%-29.0pp |
| Annual return | 14.68% | 27.57%-12.9pp | 24.94%-10.3pp | 1369.70%-1355.0pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,870-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,420 | $3,862-63.2% | $5,060-71.9% | $4,350-67.4% |
| Admin fee / account holder | $3,205 | $2,371+35.2% | $8,388-61.8% | $1,945+64.8% |