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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 | $20,605 | $63,456-67.5% | $100,712-79.5% | $64,097-67.9% |
| Participation rate | 8.7% | 49.7%-41.0pp | 69.3%-60.6pp | 55.2%-46.5pp |
| Annual return | 15.97% | 19.65%-3.7pp | 33.27%-17.3pp | 34.64%-18.7pp |
| Employer contribution / active EE | $0 | $1,003-100.0% | $2,313-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $375 | $2,463-84.8% | $4,085-90.8% | $3,080-87.8% |
| Admin fee / account holder | $6,226 | $4,808+29.5% | $9,256-32.7% | $3,454+80.2% |