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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 | $20,767 | $101,795-79.6% | $165,100-87.4% | $80,959-74.3% |
| Participation rate | 19.4% | 71.8%-52.5pp | 78.6%-59.3pp | 67.7%-48.3pp |
| Annual return | 13.54% | 16.73%-3.2pp | 70.21%-56.7pp | 35.67%-22.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $631 | $4,476-85.9% | $6,035-89.5% | $4,300-85.3% |
| Admin fee / account holder | $4,421 | $8,221-46.2% | $12,696-65.2% | $6,925-36.2% |