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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 | $25,917 | $86,949-70.2% | $102,460-74.7% | $80,959-68.0% |
| Participation rate | 28.1% | 72.4%-44.3pp | 76.5%-48.4pp | 67.7%-39.5pp |
| Annual return | 16.14% | 18.89%-2.8pp | 29.47%-13.3pp | 35.67%-19.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $694 | $4,121-83.2% | $5,056-86.3% | $4,300-83.9% |
| Admin fee / account holder | $340 | $8,048-95.8% | $9,460-96.4% | $6,925-95.1% |