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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 | $29,254 | $87,834-66.7% | $133,975-78.2% | $62,881-53.5% |
| Participation rate | 63.9% | 83.4%-19.5pp | 87.1%-23.2pp | 69.3%-5.4pp |
| Annual return | 6.58% | 12.05%-5.5pp | 29.29%-22.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,378 | $4,812-71.4% | $6,282-78.1% | $3,203-57.0% |
| Admin fee / account holder | $5,809 | $5,372+8.1% | $9,324-37.7% | $4,296+35.2% |