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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 | $27,611 | $78,423-64.8% | $95,964-71.2% | $79,856-65.4% |
| Participation rate | 19.8% | 73.5%-53.7pp | 77.1%-57.3pp | 69.6%-49.8pp |
| Annual return | 15.78% | 19.37%-3.6pp | 91.64%-75.9pp | 31.71%-15.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $392 | $3,440-88.6% | $4,167-90.6% | $3,741-89.5% |
| Admin fee / account holder | $865 | $5,622-84.6% | $6,797-87.3% | $5,306-83.7% |