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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 | $18,247 | $106,864-82.9% | $147,318-87.6% | $82,637-77.9% |
| Participation rate | 36.0% | 75.5%-39.5pp | 82.1%-46.1pp | 68.1%-32.1pp |
| Annual return | 16.02% | 27.49%-11.5pp | 70.43%-54.4pp | 53.51%-37.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,070 | $6,496-68.1% | $7,906-73.8% | $4,126-49.8% |
| Admin fee / account holder | $41,884 | $8,415+397.7% | $13,708+205.6% | $7,339+470.7% |