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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 | $95,453-86.9% | $112,040-88.8% | $82,448-84.8% |
| Participation rate | 37.2% | 72.8%-35.5pp | 76.5%-39.3pp | 68.1%-30.9pp |
| Annual return | 18.25% | 23.92%-5.7pp | 24.52%-6.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,184 | $4,224-72.0% | $5,098-76.8% | $4,139-71.4% |
| Admin fee / account holder | $445 | $9,013-95.1% | $12,098-96.3% | $7,234-93.9% |