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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 | $12,396 | $79,955-84.5% | $98,461-87.4% | $75,173-83.5% |
| Participation rate | 46.2% | 70.4%-24.2pp | 75.2%-29.0pp | 67.2%-21.0pp |
| Annual return | 18.80% | 19.75%-0.9pp | 21.17%-2.4pp | 160.72%-141.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,564 | $3,752-58.3% | $4,738-67.0% | $4,126-62.1% |
| Admin fee / account holder | $1,553 | $6,841-77.3% | $8,961-82.7% | $5,651-72.5% |