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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 | $3,966 | $56,544-93.0% | $75,501-94.7% | $70,126-94.3% |
| Participation rate | 21.4% | 68.1%-46.7pp | 72.4%-50.9pp | 69.5%-48.1pp |
| Annual return | 17.59% | 23.59%-6.0pp | 27.35%-9.8pp | 73.15%-55.6pp |
| Employer contribution / active EE | $632 | $1,817-65.2% | $2,352-73.1% | $2,343-73.0% |
| Participant deferral / active EE | $715 | $2,580-72.3% | $3,142-77.3% | $3,332-78.5% |
| Admin fee / account holder | $1,276 | $3,827-66.7% | $5,801-78.0% | $4,645-72.5% |