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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 | $12,581 | $77,962-83.9% | $178,540-93.0% | $80,935-84.5% |
| Participation rate | 27.4% | 65.7%-38.3pp | 77.1%-49.7pp | 67.7%-40.3pp |
| Annual return | 17.16% | 18.10%-0.9pp | 27.15%-10.0pp | 35.66%-18.5pp |
| Employer contribution / active EE | $1,305 | $2,280-42.8% | $3,953-67.0% | $2,757-52.7% |
| Participant deferral / active EE | $0 | $4,404-100.0% | $6,281-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,124 | $7,156-84.3% | $10,424-89.2% | $6,924-83.8% |