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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 | $42,743 | $136,307-68.6% | $177,848-76.0% | $73,497-41.8% |
| Participation rate | 28.9% | 86.1%-57.2pp | 87.7%-58.8pp | 70.7%-41.8pp |
| Annual return | 17.03% | 18.68%-1.6pp | 48.33%-31.3pp | 28.51%-11.5pp |
| Employer contribution / active EE | $0 | $3,712-100.0% | $5,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,212 | $5,829-44.9% | $7,714-58.4% | $3,740-14.1% |
| Admin fee / account holder | $3,766 | $596+532.3% | $12,431-69.7% | $513+634.0% |