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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 | $15,411 | $65,027-76.3% | $90,970-83.1% | $79,852-80.7% |
| Participation rate | 32.8% | 61.6%-28.8pp | 69.0%-36.2pp | 69.6%-36.9pp |
| Annual return | 15.93% | 30.45%-14.5pp | 134.58%-118.6pp | 31.72%-15.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $847 | $2,512-66.3% | $3,373-74.9% | $3,740-77.3% |
| Admin fee / account holder | $2,029 | $4,535-55.3% | $5,960-66.0% | $5,306-61.8% |