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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 | $19,661 | $67,602-70.9% | $82,312-76.1% | $70,126-72.0% |
| Participation rate | 40.0% | 72.8%-32.8pp | 76.9%-36.9pp | 69.5%-29.5pp |
| Annual return | 18.33% | 21.57%-3.2pp | 25.88%-7.5pp | 73.15%-54.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $208 | $2,987-93.0% | $3,706-94.4% | $3,332-93.8% |
| Admin fee / account holder | $533 | $4,512-88.2% | $5,608-90.5% | $4,645-88.5% |