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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 | $16,613 | $89,364-81.4% | $141,177-88.2% | $72,983-77.2% |
| Participation rate | 20.9% | 75.1%-54.2pp | 82.5%-61.6pp | 69.5%-48.6pp |
| Annual return | 22.11% | 111.86%-89.8pp | 71.40%-49.3pp | 81.01%-58.9pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $809 | $5,419-85.1% | $6,710-87.9% | $3,608-77.6% |
| Admin fee / account holder | $1,538 | $5,959-74.2% | $10,263-85.0% | $5,124-70.0% |