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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 | $24,193 | $86,294-72.0% | $111,303-78.3% | $85,856-71.8% |
| Participation rate | 31.3% | 73.3%-42.1pp | 77.3%-46.1pp | 69.3%-38.1pp |
| Annual return | 15.23% | 19.99%-4.8pp | 54.66%-39.4pp | 318.58%-303.4pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $976 | $3,641-73.2% | $4,487-78.2% | $3,952-75.3% |
| Admin fee / account holder | $6,054 | $8,189-26.1% | $7,966-24.0% | $6,261-3.3% |