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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 | $35,610 | $100,194-64.5% | $122,979-71.0% | $86,983-59.1% |
| Participation rate | 32.3% | 73.0%-40.7pp | 77.2%-44.9pp | 69.5%-37.3pp |
| Annual return | 13.90% | 16.47%-2.6pp | 20.12%-6.2pp | 25.83%-11.9pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $959 | $4,133-76.8% | $5,003-80.8% | $4,194-77.1% |
| Admin fee / account holder | $1,887 | $10,148-81.4% | $12,864-85.3% | $7,856-76.0% |