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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 | $16,727 | $67,602-75.3% | $82,312-79.7% | $70,126-76.1% |
| Participation rate | 6.7% | 72.8%-66.1pp | 76.9%-70.2pp | 69.5%-62.9pp |
| Annual return | 19.08% | 21.57%-2.5pp | 25.88%-6.8pp | 73.15%-54.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $311 | $2,987-89.6% | $3,706-91.6% | $3,332-90.7% |
| Admin fee / account holder | $1,072 | $4,512-76.2% | $5,608-80.9% | $4,645-76.9% |