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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 | $19,437 | $83,485-76.7% | $125,192-84.5% | $72,975-73.4% |
| Participation rate | 33.3% | 73.3%-40.0pp | 79.8%-46.4pp | 69.5%-36.2pp |
| Annual return | 31.10% | 25.77%+5.3pp | 43.79%-12.7pp | 81.01%-49.9pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $878 | $3,586-75.5% | $4,937-82.2% | $3,608-75.7% |
| Admin fee / account holder | $2,588 | $5,518-53.1% | $9,704-73.3% | $5,124-49.5% |