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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 | $12,369 | $54,541-77.3% | $78,778-84.3% | $70,126-82.4% |
| Participation rate | 36.0% | 60.8%-24.8pp | 69.2%-33.2pp | 69.5%-33.5pp |
| Annual return | 16.12% | 21.07%-5.0pp | 35.62%-19.5pp | 73.15%-57.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $754 | $2,210-65.9% | $2,958-74.5% | $3,332-77.4% |
| Admin fee / account holder | $4,442 | $3,709+19.8% | $5,134-13.5% | $4,645-4.4% |