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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 | $20,236 | $72,486-72.1% | $87,103-76.8% | $72,976-72.3% |
| Participation rate | 41.4% | 72.8%-31.4pp | 76.9%-35.5pp | 69.5%-28.1pp |
| Annual return | 23.09% | 24.46%-1.4pp | 28.19%-5.1pp | 81.02%-57.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $579 | $3,270-82.3% | $4,049-85.7% | $3,608-84.0% |
| Admin fee / account holder | $7,478 | $5,055+47.9% | $7,491-0.2% | $5,124+45.9% |