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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 | $27,397 | $91,559-70.1% | $133,978-79.6% | $79,856-65.7% |
| Participation rate | 15.9% | 73.3%-57.4pp | 79.8%-63.9pp | 69.6%-53.7pp |
| Annual return | 10.76% | 61.85%-51.1pp | 45.10%-34.3pp | 31.71%-21.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $345 | $3,734-90.8% | $5,047-93.2% | $3,741-90.8% |
| Admin fee / account holder | $5,605 | $6,321-11.3% | $8,930-37.2% | $5,306+5.6% |