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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 | $24,357 | $125,797-80.6% | $170,057-85.7% | $75,177-67.6% |
| Participation rate | 53.8% | 83.6%-29.8pp | 87.0%-33.2pp | 67.2%-13.4pp |
| Annual return | 13.67% | 27.20%-13.5pp | 53.42%-39.7pp | 160.75%-147.1pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,239 | $6,838-67.3% | $10,411-78.5% | $4,126-45.8% |
| Admin fee / account holder | $3,470 | $8,177-57.6% | $12,826-72.9% | $5,651-38.6% |