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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 | $15,459 | $67,602-77.1% | $82,312-81.2% | $70,126-78.0% |
| Participation rate | 30.8% | 72.8%-42.0pp | 76.9%-46.1pp | 69.5%-38.8pp |
| Annual return | 16.85% | 21.57%-4.7pp | 25.88%-9.0pp | 73.15%-56.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $697 | $2,987-76.7% | $3,706-81.2% | $3,332-79.1% |
| Admin fee / account holder | $5,116 | $4,512+13.4% | $5,608-8.8% | $4,645+10.1% |