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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 | $24,567 | $142,972-82.8% | $214,702-88.6% | $86,983-71.8% |
| Participation rate | 64.7% | 84.9%-20.1pp | 87.5%-22.8pp | 69.5%-4.8pp |
| Annual return | 29.32% | 18.49%+10.8pp | 54.55%-25.2pp | 25.83%+3.5pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,565 | $6,568-61.0% | $9,147-72.0% | $4,194-38.8% |
| Admin fee / account holder | $2,476 | $17,617-85.9% | $19,830-87.5% | $7,856-68.5% |