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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 | $100,194-66.7% | $122,979-72.9% | $86,983-61.6% |
| Participation rate | 23.9% | 73.0%-49.1pp | 77.2%-53.3pp | 69.5%-45.6pp |
| Annual return | 15.56% | 16.47%-0.9pp | 20.12%-4.6pp | 25.83%-10.3pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $736 | $4,133-82.2% | $5,003-85.3% | $4,194-82.5% |
| Admin fee / account holder | $4,566 | $10,148-55.0% | $12,864-64.5% | $7,856-41.9% |