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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 | $24,375 | $72,486-66.4% | $87,103-72.0% | $72,976-66.6% |
| Participation rate | 21.4% | 72.8%-51.4pp | 76.9%-55.4pp | 69.5%-48.1pp |
| Annual return | 18.46% | 24.46%-6.0pp | 28.19%-9.7pp | 81.02%-62.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $482 | $3,270-85.3% | $4,049-88.1% | $3,608-86.6% |
| Admin fee / account holder | $4,386 | $5,055-13.2% | $7,491-41.5% | $5,124-14.4% |