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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 | $17,197 | $56,894-69.8% | $84,753-79.7% | $62,881-72.7% |
| Participation rate | 53.1% | 68.5%-15.4pp | 76.6%-23.5pp | 69.3%-16.2pp |
| Annual return | 6.47% | 6.30%+0.2pp | 22.78%-16.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $628 | $2,400-73.8% | $3,574-82.4% | $2,281-72.5% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,302 | $3,581-7.8% | $5,333-38.1% | $4,296-23.1% |