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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 | $31,606 | $77,569-59.3% | $115,599-72.7% | $64,097-50.7% |
| Participation rate | 16.3% | 60.7%-44.4pp | 74.3%-58.0pp | 55.2%-38.9pp |
| Annual return | 13.97% | 18.52%-4.5pp | 111.10%-97.1pp | 34.64%-20.7pp |
| Employer contribution / active EE | $0 | $1,915-100.0% | $2,955-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $678 | $3,327-79.6% | $4,889-86.1% | $3,080-78.0% |
| Admin fee / account holder | $1,794 | $4,470-59.9% | $12,841-86.0% | $3,454-48.1% |