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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 | $13,090 | $95,904-86.4% | $173,730-92.5% | $64,340-79.7% |
| Participation rate | 13.7% | 60.6%-46.9pp | 79.6%-65.9pp | 55.2%-41.5pp |
| Annual return | 15.84% | 17.47%-1.6pp | 19.96%-4.1pp | 24.14%-8.3pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $4,577-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $169 | $3,488-95.2% | $6,326-97.3% | $2,980-94.3% |
| Admin fee / account holder | $4,643 | $5,089-8.8% | $17,523-73.5% | $3,703+25.4% |