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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 | $21,296 | $106,524-80.0% | $152,301-86.0% | $87,485-75.7% |
| Participation rate | 19.1% | 75.8%-56.6pp | 82.4%-63.3pp | 68.9%-49.8pp |
| Annual return | 18.45% | 26.89%-8.4pp | 80.50%-62.1pp | 26.06%-7.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,674 | $6,525-74.3% | $8,004-79.1% | $4,274-60.8% |
| Admin fee / account holder | $405 | $8,287-95.1% | $14,398-97.2% | $7,775-94.8% |