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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 | $34,678 | $128,603-73.0% | $197,124-82.4% | $67,986-49.0% |
| Participation rate | 51.0% | 81.7%-30.7pp | 86.7%-35.7pp | 57.2%-6.2pp |
| Annual return | 16.48% | 23.77%-7.3pp | 44.34%-27.9pp | 31.67%-15.2pp |
| Employer contribution / active EE | $0 | $4,379-100.0% | $6,227-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $827 | $6,840-87.9% | $9,135-91.0% | $3,358-75.4% |
| Admin fee / account holder | $1,162 | $3,035-61.7% | $16,298-92.9% | $3,203-63.7% |