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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 | $12,133 | $106,749-88.6% | $145,433-91.7% | $82,448-85.3% |
| Participation rate | 42.4% | 75.6%-33.2pp | 82.1%-39.7pp | 68.1%-25.6pp |
| Annual return | 20.40% | 27.59%-7.2pp | 66.58%-46.2pp | 41.64%-21.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,990 | $6,519-69.5% | $7,897-74.8% | $4,139-51.9% |
| Admin fee / account holder | $696 | $8,390-91.7% | $13,129-94.7% | $7,234-90.4% |