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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 | $19,517 | $96,731-79.8% | $123,973-84.3% | $86,983-77.6% |
| Participation rate | 37.5% | 70.0%-32.5pp | 76.7%-39.2pp | 69.5%-32.0pp |
| Annual return | 16.43% | 17.33%-0.9pp | 388.13%-371.7pp | 25.83%-9.4pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $698 | $4,152-83.2% | $5,247-86.7% | $4,194-83.4% |
| Admin fee / account holder | $1,256 | $8,722-85.6% | $11,799-89.4% | $7,856-84.0% |