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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 | $17,383 | $80,983-78.5% | $96,544-82.0% | $75,177-76.9% |
| Participation rate | 32.7% | 71.8%-39.1pp | 76.0%-43.3pp | 67.2%-34.5pp |
| Annual return | 16.12% | 27.05%-10.9pp | 25.88%-9.8pp | 160.75%-144.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,207 | $3,929-69.3% | $4,851-75.1% | $4,126-70.8% |
| Admin fee / account holder | $320 | $6,717-95.2% | $8,254-96.1% | $5,651-94.3% |