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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 | $17,980 | $80,992-77.8% | $96,534-81.4% | $75,173-76.1% |
| Participation rate | 51.9% | 71.8%-19.9pp | 76.0%-24.1pp | 67.2%-15.3pp |
| Annual return | 15.27% | 27.05%-11.8pp | 25.88%-10.6pp | 160.72%-145.5pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $458 | $3,929-88.3% | $4,851-90.6% | $4,126-88.9% |
| Admin fee / account holder | $4,673 | $6,717-30.4% | $8,253-43.4% | $5,651-17.3% |