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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 | $12,120 | $81,446-85.1% | $103,374-88.3% | $80,874-85.0% |
| Participation rate | 35.7% | 66.9%-31.1pp | 74.5%-38.8pp | 67.6%-31.9pp |
| Annual return | 12.20% | 25.57%-13.4pp | 24.89%-12.7pp | 35.62%-23.4pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,156 | $3,870-70.1% | $5,058-77.1% | $4,297-73.1% |
| Admin fee / account holder | $435 | $6,715-93.5% | $8,394-94.8% | $6,935-93.7% |