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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 | $19,610 | $76,371-74.3% | $93,621-79.1% | $72,975-73.1% |
| Participation rate | 25.9% | 71.8%-45.9pp | 75.8%-50.0pp | 69.5%-43.6pp |
| Annual return | 18.87% | 25.82%-6.9pp | 32.76%-13.9pp | 81.01%-62.1pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $267 | $3,538-92.4% | $4,070-93.4% | $3,608-92.6% |
| Admin fee / account holder | $2,212 | $6,839-67.7% | $7,890-72.0% | $5,124-56.8% |