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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 | $15,311 | $76,112-79.9% | $96,534-84.1% | $71,511-78.6% |
| Participation rate | 17.9% | 74.4%-56.5pp | 76.0%-58.1pp | 67.9%-50.0pp |
| Annual return | 14.30% | 22.81%-8.5pp | 25.88%-11.6pp | 28.86%-14.6pp |
| Employer contribution / active EE | $0 | $2,248-100.0% | $2,965-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,098 | $4,217-74.0% | $4,851-77.4% | $4,291-74.4% |
| Admin fee / account holder | $911 | $2,708-66.4% | $8,253-89.0% | $1,588-42.7% |