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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 | $27,577 | $123,793-77.7% | $177,848-84.5% | $79,856-65.5% |
| Participation rate | 50.7% | 84.7%-34.0pp | 87.7%-37.0pp | 69.6%-19.0pp |
| Annual return | 11.42% | 22.82%-11.4pp | 48.33%-36.9pp | 31.71%-20.3pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,757 | $5,956-70.5% | $7,714-77.2% | $3,741-53.0% |
| Admin fee / account holder | $500 | $7,243-93.1% | $12,431-96.0% | $5,306-90.6% |