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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 | $15,823 | $59,328-73.3% | $118,946-86.7% | $73,493-78.5% |
| Participation rate | 34.3% | 62.3%-28.0pp | 75.4%-41.1pp | 70.7%-36.4pp |
| Annual return | 16.29% | 19.13%-2.8pp | 35.89%-19.6pp | 28.51%-12.2pp |
| Employer contribution / active EE | $0 | $1,803-100.0% | $3,263-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $784 | $2,604-69.9% | $4,266-81.6% | $3,740-79.0% |
| Admin fee / account holder | $491 | $600-18.3% | $6,581-92.5% | $513-4.4% |