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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 | $18,666 | $86,330-78.4% | $121,871-84.7% | $94,015-80.1% |
| Participation rate | 17.9% | 66.7%-48.7pp | 73.2%-55.2pp | 70.8%-52.9pp |
| Annual return | 18.31% | 14.95%+3.4pp | 13.57%+4.7pp | 17.84%+0.5pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $2,731-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $484 | $3,146-84.6% | $4,318-88.8% | $4,249-88.6% |
| Admin fee / account holder | $888 | $7,346-87.9% | $11,551-92.3% | $8,951-90.1% |