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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 | $23,962 | $65,378-63.3% | $87,103-72.5% | $65,186-63.2% |
| Participation rate | 32.6% | 75.3%-42.7pp | 76.9%-44.3pp | 70.2%-37.6pp |
| Annual return | 18.89% | 31.28%-12.4pp | 28.19%-9.3pp | 29.39%-10.5pp |
| Employer contribution / active EE | $0 | $1,823-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $654 | $3,389-80.7% | $4,049-83.9% | $3,514-81.4% |
| Admin fee / account holder | $1,419 | $520+173.0% | $7,491-81.1% | $847+67.5% |