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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 | $32,229 | $101,950-68.4% | $125,529-74.3% | $86,983-62.9% |
| Participation rate | 17.6% | 70.2%-52.6pp | 74.7%-57.2pp | 69.5%-52.0pp |
| Annual return | 17.51% | 18.29%-0.8pp | 202.56%-185.0pp | 25.83%-8.3pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $829 | $3,862-78.5% | $4,813-82.8% | $4,194-80.2% |
| Admin fee / account holder | $1,803 | $12,791-85.9% | $16,298-88.9% | $7,856-77.0% |