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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 | $19,482 | $83,485-76.7% | $125,195-84.4% | $72,976-73.3% |
| Participation rate | 29.2% | 73.3%-44.1pp | 79.8%-50.6pp | 69.5%-40.3pp |
| Annual return | 21.82% | 25.77%-3.9pp | 43.79%-22.0pp | 81.02%-59.2pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $419 | $3,586-88.3% | $4,937-91.5% | $3,608-88.4% |
| Admin fee / account holder | $825 | $5,518-85.0% | $9,704-91.5% | $5,124-83.9% |