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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 | $19,939 | $80,992-75.4% | $96,534-79.3% | $75,173-73.5% |
| Participation rate | 20.5% | 71.8%-51.3pp | 76.0%-55.5pp | 67.2%-46.7pp |
| Annual return | 15.33% | 27.05%-11.7pp | 25.88%-10.6pp | 160.72%-145.4pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $748 | $3,929-81.0% | $4,851-84.6% | $4,126-81.9% |
| Admin fee / account holder | $4,217 | $6,717-37.2% | $8,253-48.9% | $5,651-25.4% |