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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 | $19,247 | $51,708-62.8% | $106,619-81.9% | $62,881-69.4% |
| Participation rate | 43.5% | 66.9%-23.3pp | 78.0%-34.4pp | 69.3%-25.8pp |
| Annual return | 8.06% | 4.69%+3.4pp | 9.42%-1.4pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $666 | $2,315-71.2% | $3,930-83.1% | $3,203-79.2% |
| Admin fee / account holder | $1,158 | $3,349-65.4% | $6,418-82.0% | $4,296-73.1% |