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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 | $18,532 | $51,708-64.2% | $106,619-82.6% | $62,881-70.5% |
| Participation rate | 27.6% | 66.9%-39.2pp | 78.0%-50.4pp | 69.3%-41.7pp |
| Annual return | 7.84% | 4.69%+3.1pp | 9.42%-1.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $800 | $2,315-65.4% | $3,930-79.6% | $3,203-75.0% |
| Admin fee / account holder | $824 | $3,349-75.4% | $6,418-87.2% | $4,296-80.8% |