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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 | $25,728 | $78,781-67.3% | $100,535-74.4% | $73,412-65.0% |
| Participation rate | 7.6% | 80.0%-72.5pp | 79.4%-71.8pp | 72.2%-64.6pp |
| Annual return | 15.49% | 31.69%-16.2pp | 30.90%-15.4pp | 59.30%-43.8pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $3,419-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $913 | $6,537-86.0% | $6,271-85.4% | $3,806-76.0% |
| Admin fee / account holder | $6,303 | $145+4236.9% | $8,085-22.0% | $158+3892.0% |