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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 | $12,449 | $93,598-86.7% | $135,974-90.8% | $75,173-83.4% |
| Participation rate | 39.0% | 75.2%-36.2pp | 81.9%-42.9pp | 67.2%-28.2pp |
| Annual return | 19.76% | 30.89%-11.1pp | 68.30%-48.5pp | 160.72%-141.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,936 | $6,405-69.8% | $7,760-75.0% | $4,126-53.1% |
| Admin fee / account holder | $478 | $6,978-93.2% | $10,767-95.6% | $5,651-91.5% |