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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 | $18,785 | $81,476-76.9% | $102,383-81.7% | $80,925-76.8% |
| Participation rate | 36.4% | 66.8%-30.5pp | 74.5%-38.1pp | 67.7%-31.3pp |
| Annual return | 11.44% | 25.59%-14.1pp | 24.94%-13.5pp | 35.65%-24.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $904 | $3,871-76.6% | $5,060-82.1% | $4,299-79.0% |
| Admin fee / account holder | $4,457 | $6,717-33.6% | $8,391-46.9% | $6,940-35.8% |