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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 | $125,758-80.6% | $170,004-85.7% | $75,173-67.6% |
| Participation rate | 53.8% | 83.6%-29.7pp | 87.0%-33.2pp | 67.2%-13.4pp |
| Annual return | 13.67% | 27.20%-13.5pp | 53.39%-39.7pp | 160.65%-147.0pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,786-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,239 | $6,837-67.3% | $10,408-78.5% | $4,126-45.7% |
| Admin fee / account holder | $3,470 | $8,173-57.5% | $12,816-72.9% | $5,651-38.6% |