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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 | $21,072 | $76,834-72.6% | $108,359-80.6% | $87,485-75.9% |
| Participation rate | 20.6% | 61.7%-41.1pp | 70.1%-49.5pp | 68.9%-48.3pp |
| Annual return | 13.21% | 19.09%-5.9pp | 36.89%-23.7pp | 26.06%-12.9pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $486 | $3,100-84.3% | $4,137-88.3% | $4,274-88.6% |
| Admin fee / account holder | $815 | $6,537-87.5% | $9,741-91.6% | $7,775-89.5% |