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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 | $18,470 | $88,707-79.2% | $74,184-75.1% | $273,972-93.3% |
| Participation rate | 26.1% | 79.4%-53.4pp | 76.6%-50.5pp | 83.0%-56.9pp |
| Annual return | 4.73% | 11.94%-7.2pp | 17.74%-13.0pp | 41.46%-36.7pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $453 | $4,212-89.3% | $3,550-87.3% | $5,287-91.4% |
| Admin fee / account holder | $4,475 | $8,717-48.7% | $5,586-19.9% | $10,133-55.8% |