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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 | $24,486 | $100,194-75.6% | $122,979-80.1% | $86,983-71.8% |
| Participation rate | 26.8% | 73.0%-46.1pp | 77.2%-50.4pp | 69.5%-42.7pp |
| Annual return | 16.50% | 16.47%0pp | 20.12%-3.6pp | 25.83%-9.3pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $719 | $4,133-82.6% | $5,003-85.6% | $4,194-82.9% |
| Admin fee / account holder | $424 | $10,148-95.8% | $12,864-96.7% | $7,856-94.6% |