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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 | $36,077 | $114,712-68.6% | $173,730-79.2% | $87,485-58.8% |
| Participation rate | 20.5% | 73.0%-52.5pp | 79.6%-59.1pp | 68.9%-48.4pp |
| Annual return | 15.68% | 20.18%-4.5pp | 19.96%-4.3pp | 26.06%-10.4pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,547 | $4,642-66.7% | $6,326-75.5% | $4,274-63.8% |
| Admin fee / account holder | $505 | $10,210-95.1% | $17,523-97.1% | $7,775-93.5% |