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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 | $23,896 | $79,961-70.1% | $98,462-75.7% | $75,177-68.2% |
| Participation rate | 15.2% | 70.4%-55.1pp | 75.2%-60.0pp | 67.2%-52.0pp |
| Annual return | 16.58% | 19.75%-3.2pp | 21.17%-4.6pp | 160.75%-144.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $809 | $3,753-78.4% | $4,738-82.9% | $4,126-80.4% |
| Admin fee / account holder | $2,757 | $6,842-59.7% | $8,875-68.9% | $5,651-51.2% |