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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 | $27,013 | $83,898-67.8% | $133,346-79.7% | $94,015-71.3% |
| Participation rate | 13.5% | 63.4%-49.9pp | 72.8%-59.4pp | 70.8%-57.4pp |
| Annual return | 22.49% | 16.00%+6.5pp | 36.85%-14.4pp | 17.84%+4.6pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $575 | $3,245-82.3% | $4,332-86.7% | $4,249-86.5% |
| Admin fee / account holder | $345 | $7,809-95.6% | $14,264-97.6% | $8,951-96.1% |