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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 | $35,668 | $110,675-67.8% | $115,599-69.1% | $71,012-49.8% |
| Participation rate | 12.3% | 77.3%-65.0pp | 74.3%-62.0pp | 58.6%-46.3pp |
| Annual return | 14.34% | 14.15%+0.2pp | 111.10%-96.8pp | 37.67%-23.3pp |
| Employer contribution / active EE | $0 | $3,949-100.0% | $2,955-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $515 | $4,947-89.6% | $4,889-89.5% | $3,246-84.1% |
| Admin fee / account holder | $1,185 | $775+52.9% | $12,841-90.8% | $1,167+1.5% |