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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 | $15,352 | $76,551-79.9% | $123,894-87.6% | $62,881-75.6% |
| Participation rate | 43.8% | 73.0%-29.2pp | 81.4%-37.7pp | 69.3%-25.6pp |
| Annual return | 8.56% | 18.68%-10.1pp | 47.52%-39.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $741 | $4,840-84.7% | $5,984-87.6% | $3,203-76.9% |
| Admin fee / account holder | $1,345 | $4,826-72.1% | $8,357-83.9% | $4,296-68.7% |