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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 | $17,748 | $76,551-76.8% | $123,894-85.7% | $62,881-71.8% |
| Participation rate | 31.9% | 73.0%-41.1pp | 81.4%-49.5pp | 69.3%-37.4pp |
| Annual return | 8.84% | 18.68%-9.8pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $628 | $4,840-87.0% | $5,984-89.5% | $3,203-80.4% |
| Admin fee / account holder | $1,599 | $4,826-66.9% | $8,357-80.9% | $4,296-62.8% |