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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 | $26,914 | $109,359-75.4% | $162,177-83.4% | $72,975-63.1% |
| Participation rate | 44.3% | 84.3%-39.9pp | 87.6%-43.2pp | 69.5%-25.2pp |
| Annual return | 20.13% | 25.46%-5.3pp | 115.60%-95.5pp | 81.01%-60.9pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,036 | $5,481-62.9% | $7,297-72.1% | $3,608-43.6% |
| Admin fee / account holder | $3,393 | $7,972-57.4% | $10,843-68.7% | $5,124-33.8% |