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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 | $21,696 | $78,425-72.3% | $95,956-77.4% | $79,858-72.8% |
| Participation rate | 40.5% | 73.5%-33.0pp | 77.1%-36.6pp | 69.6%-29.1pp |
| Annual return | 19.12% | 19.37%-0.3pp | 91.63%-72.5pp | 31.72%-12.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $552 | $3,440-84.0% | $4,167-86.8% | $3,740-85.2% |
| Admin fee / account holder | $829 | $5,622-85.3% | $6,797-87.8% | $5,306-84.4% |