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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 | $16,470 | $78,423-79.0% | $95,964-82.8% | $79,856-79.4% |
| Participation rate | 27.4% | 73.5%-46.1pp | 77.1%-49.7pp | 69.6%-42.2pp |
| Annual return | 14.53% | 19.37%-4.8pp | 91.64%-77.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,199 | $3,440-65.2% | $4,167-71.2% | $3,741-68.0% |
| Admin fee / account holder | $552 | $5,622-90.2% | $6,797-91.9% | $5,306-89.6% |