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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 | $29,571 | $138,386-78.6% | $184,260-84.0% | $80,935-63.5% |
| Participation rate | 41.3% | 83.9%-42.6pp | 86.8%-45.5pp | 67.7%-26.4pp |
| Annual return | 13.41% | 20.02%-6.6pp | 28.84%-15.4pp | 35.66%-22.2pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,492 | $7,076-64.8% | $9,133-72.7% | $4,299-42.0% |
| Admin fee / account holder | $4,936 | $10,489-52.9% | $13,898-64.5% | $6,924-28.7% |