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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 | $25,265 | $109,620-77.0% | $148,496-83.0% | $94,015-73.1% |
| Participation rate | 34.2% | 71.3%-37.0pp | 76.0%-41.8pp | 70.8%-36.6pp |
| Annual return | 16.14% | 17.54%-1.4pp | 12.33%+3.8pp | 17.84%-1.7pp |
| Employer contribution / active EE | $0 | $2,618-100.0% | $3,497-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $262 | $3,831-93.2% | $4,808-94.6% | $4,249-93.8% |
| Admin fee / account holder | $907 | $10,050-91.0% | $19,547-95.4% | $8,951-89.9% |