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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 | $21,000 | $78,707-73.3% | $117,861-82.2% | $70,126-70.1% |
| Participation rate | 20.0% | 73.2%-53.2pp | 79.7%-59.7pp | 69.5%-49.5pp |
| Annual return | 13.74% | 23.30%-9.6pp | 335.11%-321.4pp | 73.15%-59.4pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $972 | $3,297-70.5% | $4,482-78.3% | $3,332-70.8% |
| Admin fee / account holder | $4,505 | $5,066-11.1% | $8,021-43.8% | $4,645-3.0% |