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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 | $17,289 | $143,969-88.0% | $199,883-91.4% | $82,637-79.1% |
| Participation rate | 22.2% | 84.1%-61.9pp | 86.8%-64.5pp | 68.1%-45.8pp |
| Annual return | 15.37% | 25.67%-10.3pp | 43.81%-28.4pp | 53.51%-38.1pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,789 | $6,937-59.8% | $9,138-69.5% | $4,126-32.4% |
| Admin fee / account holder | $1,597 | $14,597-89.1% | $17,268-90.7% | $7,339-78.2% |