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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 | $25,887 | $83,485-69.0% | $125,195-79.3% | $72,976-64.5% |
| Participation rate | 45.6% | 73.3%-27.7pp | 79.8%-34.2pp | 69.5%-23.9pp |
| Annual return | 27.28% | 25.77%+1.5pp | 43.79%-16.5pp | 81.02%-53.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,080 | $3,586-69.9% | $4,937-78.1% | $3,608-70.1% |
| Admin fee / account holder | $997 | $5,518-81.9% | $9,704-89.7% | $5,124-80.5% |