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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 | $16,428 | $83,485-80.3% | $125,195-86.9% | $72,976-77.5% |
| Participation rate | 59.5% | 73.3%-13.8pp | 79.8%-20.3pp | 69.5%-10.0pp |
| Annual return | 18.71% | 25.77%-7.1pp | 43.79%-25.1pp | 81.02%-62.3pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $468 | $3,586-87.0% | $4,937-90.5% | $3,608-87.0% |
| Admin fee / account holder | $4,713 | $5,518-14.6% | $9,704-51.4% | $5,124-8.0% |