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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 | $38,676 | $104,098-62.8% | $140,514-72.5% | $94,015-58.9% |
| Participation rate | 42.9% | 73.7%-30.9pp | 77.8%-34.9pp | 70.8%-28.0pp |
| Annual return | 38.95% | 15.14%+23.8pp | 14.36%+24.6pp | 17.84%+21.1pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,176 | $4,033-70.8% | $4,919-76.1% | $4,249-72.3% |
| Admin fee / account holder | $2,882 | $10,439-72.4% | $13,697-79.0% | $8,951-67.8% |