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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 | $19,187 | $86,949-77.9% | $102,460-81.3% | $80,959-76.3% |
| Participation rate | 68.9% | 72.4%-3.5pp | 76.5%-7.7pp | 67.7%+1.2pp |
| Annual return | 43.78% | 18.89%+24.9pp | 29.47%+14.3pp | 35.67%+8.1pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,709 | $4,121-58.5% | $5,056-66.2% | $4,300-60.3% |
| Admin fee / account holder | $6,460 | $8,048-19.7% | $9,460-31.7% | $6,925-6.7% |