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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 | $35,004 | $109,359-68.0% | $162,171-78.4% | $72,983-52.0% |
| Participation rate | 25.0% | 84.3%-59.3pp | 87.6%-62.6pp | 69.5%-44.5pp |
| Annual return | 27.00% | 25.46%+1.5pp | 115.60%-88.6pp | 81.01%-54.0pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,069 | $5,481-62.3% | $7,297-71.7% | $3,608-42.7% |
| Admin fee / account holder | $344 | $7,972-95.7% | $10,843-96.8% | $5,124-93.3% |