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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 | $16,206 | $94,031-82.8% | $115,768-86.0% | $82,448-80.3% |
| Participation rate | 21.0% | 70.4%-49.4pp | 74.4%-53.4pp | 68.1%-47.1pp |
| Annual return | 12.29% | 20.61%-8.3pp | 100.46%-88.2pp | 41.64%-29.3pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $484 | $3,972-87.8% | $4,917-90.2% | $4,139-88.3% |
| Admin fee / account holder | $2,360 | $10,249-77.0% | $12,439-81.0% | $7,234-67.4% |