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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 | $17,464 | $86,940-79.9% | $102,434-83.0% | $80,935-78.4% |
| Participation rate | 61.5% | 72.4%-10.8pp | 76.5%-15.0pp | 67.7%-6.1pp |
| Annual return | 18.82% | 18.89%-0.1pp | 29.46%-10.6pp | 35.66%-16.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $904 | $4,121-78.1% | $5,055-82.1% | $4,299-79.0% |
| Admin fee / account holder | $1,177 | $8,047-85.4% | $9,462-87.6% | $6,924-83.0% |