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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 | $33,384 | $104,098-67.9% | $140,514-76.2% | $94,015-64.5% |
| Participation rate | 23.9% | 73.7%-49.8pp | 77.8%-53.9pp | 70.8%-46.9pp |
| Annual return | 15.56% | 15.14%+0.4pp | 14.36%+1.2pp | 17.84%-2.3pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $736 | $4,033-81.8% | $4,919-85.0% | $4,249-82.7% |
| Admin fee / account holder | $4,566 | $10,439-56.3% | $13,697-66.7% | $8,951-49.0% |