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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 | $20,370 | $103,393-80.3% | $87,103-76.6% | $152,909-86.7% |
| Participation rate | 27.3% | 79.4%-52.1pp | 76.9%-49.6pp | 82.5%-55.2pp |
| Annual return | 16.38% | 28.10%-11.7pp | 28.19%-11.8pp | 345.46%-329.1pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $137 | $4,778-97.1% | $4,049-96.6% | $5,851-97.7% |
| Admin fee / account holder | $8,590 | $12,195-29.6% | $7,491+14.7% | $11,601-26.0% |