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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 | $17,975 | $65,364-72.5% | $92,909-80.7% | $72,975-75.4% |
| Participation rate | 22.9% | 68.3%-45.5pp | 76.0%-53.1pp | 69.5%-46.6pp |
| Annual return | 22.67% | 42.11%-19.4pp | 109.44%-86.8pp | 81.01%-58.3pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $528 | $3,128-83.1% | $4,238-87.5% | $3,608-85.4% |
| Admin fee / account holder | $1,577 | $4,251-62.9% | $5,795-72.8% | $5,124-69.2% |