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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 | $12,517 | $104,098-88.0% | $140,514-91.1% | $94,015-86.7% |
| Participation rate | 37.2% | 73.7%-36.5pp | 77.8%-40.6pp | 70.8%-33.6pp |
| Annual return | 18.25% | 15.14%+3.1pp | 14.36%+3.9pp | 17.84%+0.4pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,184 | $4,033-70.6% | $4,919-75.9% | $4,249-72.1% |
| Admin fee / account holder | $445 | $10,439-95.7% | $13,697-96.8% | $8,951-95.0% |