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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 | $14,754 | $46,877-68.5% | $122,354-87.9% | $70,126-79.0% |
| Participation rate | 20.9% | 58.2%-37.3pp | 71.6%-50.7pp | 69.5%-48.6pp |
| Annual return | 19.97% | 24.22%-4.3pp | 30.28%-10.3pp | 73.15%-53.2pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $730 | $2,167-66.3% | $3,287-77.8% | $3,332-78.1% |
| Admin fee / account holder | $1,522 | $3,324-54.2% | $5,479-72.2% | $4,645-67.2% |