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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 | $17,663 | $76,371-76.9% | $93,621-81.1% | $72,975-75.8% |
| Participation rate | 42.9% | 71.8%-28.9pp | 75.8%-33.0pp | 69.5%-26.6pp |
| Annual return | 17.76% | 25.82%-8.1pp | 32.76%-15.0pp | 81.01%-63.3pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $615 | $3,538-82.6% | $4,070-84.9% | $3,608-83.0% |
| Admin fee / account holder | $650 | $6,839-90.5% | $7,890-91.8% | $5,124-87.3% |