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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 | $23,374 | $54,573-57.2% | $90,970-74.3% | $73,493-68.2% |
| Participation rate | 28.4% | 61.2%-32.7pp | 69.0%-40.6pp | 70.7%-42.3pp |
| Annual return | 14.87% | 16.69%-1.8pp | 134.58%-119.7pp | 28.51%-13.6pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $441 | $2,517-82.5% | $3,373-86.9% | $3,740-88.2% |
| Admin fee / account holder | $460 | $521-11.8% | $5,960-92.3% | $513-10.4% |