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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 | $19,092 | $58,493-67.4% | $84,023-77.3% | $72,976-73.8% |
| Participation rate | 45.5% | 61.2%-15.8pp | 69.0%-23.6pp | 69.5%-24.0pp |
| Annual return | 17.12% | 28.93%-11.8pp | 71.32%-54.2pp | 81.02%-63.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $553 | $2,394-76.9% | $3,239-82.9% | $3,608-84.7% |
| Admin fee / account holder | $5,024 | $4,569+10.0% | $6,102-17.7% | $5,124-2.0% |