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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 | $19,819 | $101,763-80.5% | $164,866-88.0% | $80,874-75.5% |
| Participation rate | 25.5% | 71.8%-46.4pp | 78.6%-53.2pp | 67.6%-42.2pp |
| Annual return | 10.64% | 16.73%-6.1pp | 69.97%-59.3pp | 35.62%-25.0pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $624 | $4,477-86.1% | $6,033-89.7% | $4,297-85.5% |
| Admin fee / account holder | $1,491 | $8,228-81.9% | $12,689-88.2% | $6,935-78.5% |