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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 | $18,567 | $54,541-66.0% | $78,778-76.4% | $70,126-73.5% |
| Participation rate | 28.2% | 60.8%-32.6pp | 69.2%-41.0pp | 69.5%-41.3pp |
| Annual return | 38.67% | 21.07%+17.6pp | 35.62%+3.0pp | 73.15%-34.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $543 | $2,210-75.4% | $2,958-81.6% | $3,332-83.7% |
| Admin fee / account holder | $5,368 | $3,709+44.7% | $5,134+4.6% | $4,645+15.6% |