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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 | $20,678 | $100,784-79.5% | $191,597-89.2% | $82,637-75.0% |
| Participation rate | 23.9% | 70.5%-46.6pp | 76.9%-53.0pp | 68.1%-44.1pp |
| Annual return | 13.83% | 18.13%-4.3pp | 27.07%-13.2pp | 53.51%-39.7pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $5,025-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,858 | $4,937-62.4% | $6,850-72.9% | $4,126-55.0% |
| Admin fee / account holder | $19,587 | $10,062+94.7% | $22,799-14.1% | $7,339+166.9% |