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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 | $18,935 | $78,707-75.9% | $117,861-83.9% | $70,126-73.0% |
| Participation rate | 53.0% | 73.2%-20.2pp | 79.7%-26.7pp | 69.5%-16.5pp |
| Annual return | 13.86% | 23.30%-9.4pp | 335.11%-321.2pp | 73.15%-59.3pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,049 | $3,297-68.2% | $4,482-76.6% | $3,332-68.5% |
| Admin fee / account holder | $5,388 | $5,066+6.4% | $8,021-32.8% | $4,645+16.0% |