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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 | $21,077 | $78,428-73.1% | $95,960-78.0% | $79,852-73.6% |
| Participation rate | 62.1% | 73.5%-11.4pp | 77.1%-15.0pp | 69.6%-7.6pp |
| Annual return | 15.57% | 19.37%-3.8pp | 91.63%-76.1pp | 31.72%-16.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,093 | $3,440-68.2% | $4,167-73.8% | $3,740-70.8% |
| Admin fee / account holder | $2,304 | $5,622-59.0% | $6,797-66.1% | $5,306-56.6% |