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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 | $21,642 | $136,860-84.2% | $120,344-82.0% | $154,746-86.0% |
| Participation rate | 65.0% | 79.9%-14.9pp | 76.7%-11.7pp | 80.7%-15.7pp |
| Annual return | 15.24% | 21.38%-6.1pp | 20.30%-5.1pp | 172.34%-157.1pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $580 | $5,793-90.0% | $5,135-88.7% | $6,730-91.4% |
| Admin fee / account holder | $1,951 | $15,393-87.3% | $12,742-84.7% | $14,365-86.4% |