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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 | $30,101 | $125,797-76.1% | $170,057-82.3% | $75,177-60.0% |
| Participation rate | 44.8% | 83.6%-38.8pp | 87.0%-42.2pp | 67.2%-22.4pp |
| Annual return | 15.32% | 27.20%-11.9pp | 53.42%-38.1pp | 160.75%-145.4pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,373 | $6,838-65.3% | $10,411-77.2% | $4,126-42.5% |
| Admin fee / account holder | $27,354 | $8,177+234.5% | $12,826+113.3% | $5,651+384.0% |