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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 | $32,949 | $115,931-71.6% | $185,441-82.2% | $86,983-62.1% |
| Participation rate | 12.9% | 73.6%-60.7pp | 80.3%-67.4pp | 69.5%-56.6pp |
| Annual return | 17.42% | 21.47%-4.0pp | 20.16%-2.7pp | 25.83%-8.4pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,966 | $4,551-56.8% | $6,152-68.0% | $4,194-53.1% |
| Admin fee / account holder | $7,769 | $10,687-27.3% | $17,890-56.6% | $7,856-1.1% |