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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 | $24,431 | $67,602-63.9% | $82,312-70.3% | $70,126-65.2% |
| Participation rate | 29.8% | 72.8%-42.9pp | 76.9%-47.1pp | 69.5%-39.7pp |
| Annual return | 16.50% | 21.57%-5.1pp | 25.88%-9.4pp | 73.15%-56.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $810 | $2,987-72.9% | $3,706-78.2% | $3,332-75.7% |
| Admin fee / account holder | $2,057 | $4,512-54.4% | $5,608-63.3% | $4,645-55.7% |