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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 | $38,620 | $167,415-76.9% | $140,514-72.5% | $198,609-80.6% |
| Participation rate | 23.5% | 80.9%-57.4pp | 77.8%-54.3pp | 82.4%-58.8pp |
| Annual return | 6.36% | 13.85%-7.5pp | 14.36%-8.0pp | 202.70%-196.3pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $142 | $5,579-97.5% | $4,919-97.1% | $6,977-98.0% |
| Admin fee / account holder | $16,645 | $16,730-0.5% | $13,697+21.5% | $19,030-12.5% |