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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 | $17,531 | $76,551-77.1% | $123,894-85.8% | $62,881-72.1% |
| Participation rate | 11.5% | 73.0%-61.4pp | 81.4%-69.9pp | 69.3%-57.8pp |
| Annual return | 9.03% | 18.68%-9.6pp | 47.52%-38.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $607 | $4,840-87.5% | $5,984-89.9% | $3,203-81.0% |
| Admin fee / account holder | $1,787 | $4,826-63.0% | $8,357-78.6% | $4,296-58.4% |