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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 | $22,382 | $181,896-87.7% | $156,551-85.7% | $273,972-91.8% |
| Participation rate | 26.1% | 88.4%-62.3pp | 84.0%-57.9pp | 83.0%-56.9pp |
| Annual return | 5.04% | 30.74%-25.7pp | 32.23%-27.2pp | 41.46%-36.4pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $230 | $5,550-95.9% | $4,871-95.3% | $5,287-95.6% |
| Admin fee / account holder | $3,259 | $15,560-79.1% | $13,028-75.0% | $10,133-67.8% |