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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 | $29,020 | $177,595-83.7% | $148,496-80.5% | $198,609-85.4% |
| Participation rate | 22.2% | 79.3%-57.0pp | 76.0%-53.8pp | 82.4%-60.2pp |
| Annual return | 12.83% | 9.97%+2.9pp | 12.33%+0.5pp | 202.70%-189.9pp |
| Employer contribution / active EE | $0 | $4,098-100.0% | $3,497-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $651 | $5,539-88.3% | $4,808-86.5% | $6,977-90.7% |
| Admin fee / account holder | $565 | $27,010-97.9% | $19,547-97.1% | $19,030-97.0% |