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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 | $97,550-65.8% | $120,344-72.3% | $87,485-61.8% |
| Participation rate | 23.9% | 72.8%-48.9pp | 76.7%-52.8pp | 68.9%-45.0pp |
| Annual return | 15.56% | 18.41%-2.8pp | 20.30%-4.7pp | 26.06%-10.5pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $736 | $4,230-82.6% | $5,135-85.7% | $4,274-82.8% |
| Admin fee / account holder | $4,566 | $9,543-52.2% | $12,742-64.2% | $7,775-41.3% |