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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 | $19,356 | $83,898-76.9% | $133,346-85.5% | $94,015-79.4% |
| Participation rate | 30.9% | 63.4%-32.4pp | 72.8%-41.9pp | 70.8%-39.9pp |
| Annual return | 14.19% | 16.00%-1.8pp | 36.85%-22.7pp | 17.84%-3.7pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $931 | $3,245-71.3% | $4,332-78.5% | $4,249-78.1% |
| Admin fee / account holder | $2,237 | $7,809-71.3% | $14,264-84.3% | $8,951-75.0% |