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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 | $22,764 | $67,602-66.3% | $82,312-72.3% | $70,126-67.5% |
| Participation rate | 21.9% | 72.8%-50.9pp | 76.9%-55.0pp | 69.5%-47.6pp |
| Annual return | 12.28% | 21.57%-9.3pp | 25.88%-13.6pp | 73.15%-60.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $386 | $2,987-87.1% | $3,706-89.6% | $3,332-88.4% |
| Admin fee / account holder | $4,418 | $4,512-2.1% | $5,608-21.2% | $4,645-4.9% |