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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 | $20,418 | $65,027-68.6% | $90,970-77.6% | $79,852-74.4% |
| Participation rate | 32.5% | 61.6%-29.1pp | 69.0%-36.5pp | 69.6%-37.1pp |
| Annual return | 12.40% | 30.45%-18.0pp | 134.58%-122.2pp | 31.72%-19.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $494 | $2,512-80.3% | $3,373-85.3% | $3,740-86.8% |
| Admin fee / account holder | $3,777 | $4,535-16.7% | $5,960-36.6% | $5,306-28.8% |