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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 | $24,278 | $78,428-69.0% | $95,960-74.7% | $79,852-69.6% |
| Participation rate | 42.1% | 73.5%-31.4pp | 77.1%-35.0pp | 69.6%-27.5pp |
| Annual return | 11.63% | 19.37%-7.7pp | 91.63%-80.0pp | 31.72%-20.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $615 | $3,440-82.1% | $4,167-85.2% | $3,740-83.6% |
| Admin fee / account holder | $717 | $5,622-87.2% | $6,797-89.5% | $5,306-86.5% |