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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 | $27,964 | $138,393-79.8% | $184,256-84.8% | $80,959-65.5% |
| Participation rate | 31.8% | 83.9%-52.1pp | 86.8%-55.0pp | 67.7%-35.8pp |
| Annual return | 37.73% | 20.01%+17.7pp | 28.85%+8.9pp | 35.67%+2.1pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,827 | $7,076-74.2% | $9,133-80.0% | $4,300-57.5% |
| Admin fee / account holder | $4,044 | $10,489-61.4% | $13,899-70.9% | $6,925-41.6% |