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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 | $17,674 | $78,707-77.5% | $117,861-85.0% | $70,126-74.8% |
| Participation rate | 21.3% | 73.2%-51.9pp | 79.7%-58.3pp | 69.5%-48.2pp |
| Annual return | 14.96% | 23.30%-8.3pp | 335.11%-320.1pp | 73.15%-58.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $262 | $3,297-92.1% | $4,482-94.2% | $3,332-92.1% |
| Admin fee / account holder | $5,152 | $5,066+1.7% | $8,021-35.8% | $4,645+10.9% |