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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 | $16,551 | $73,978-77.6% | $96,515-82.9% | $75,173-78.0% |
| Participation rate | 24.0% | 66.4%-42.4pp | 74.3%-50.3pp | 67.2%-43.2pp |
| Annual return | 13.67% | 26.72%-13.0pp | 35.73%-22.1pp | 160.72%-147.0pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,143 | $3,660-68.8% | $4,880-76.6% | $4,126-72.3% |
| Admin fee / account holder | $1,055 | $5,219-79.8% | $6,735-84.3% | $5,651-81.3% |