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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 | $25,832 | $146,267-82.3% | $197,124-86.9% | $82,448-68.7% |
| Participation rate | 43.4% | 84.0%-40.6pp | 86.7%-43.3pp | 68.1%-24.6pp |
| Annual return | 21.14% | 29.61%-8.5pp | 44.34%-23.2pp | 41.64%-20.5pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,176 | $7,035-69.1% | $9,135-76.2% | $4,139-47.4% |
| Admin fee / account holder | $1,185 | $14,422-91.8% | $16,298-92.7% | $7,234-83.6% |