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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 | $26,997 | $101,795-73.5% | $165,100-83.6% | $80,959-66.7% |
| Participation rate | 51.8% | 71.8%-20.0pp | 78.6%-26.8pp | 67.7%-15.9pp |
| Annual return | 13.18% | 16.73%-3.5pp | 70.21%-57.0pp | 35.67%-22.5pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,283 | $4,476-71.3% | $6,035-78.7% | $4,300-70.2% |
| Admin fee / account holder | $7,260 | $8,221-11.7% | $12,696-42.8% | $6,925+4.8% |