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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 | $20,479 | $149,446-86.3% | $256,809-92.0% | $94,015-78.2% |
| Participation rate | 30.9% | 85.3%-54.4pp | 88.5%-57.7pp | 70.8%-39.9pp |
| Annual return | 27.09% | 17.55%+9.5pp | 32.73%-5.6pp | 17.84%+9.2pp |
| Employer contribution / active EE | $0 | $4,596-100.0% | $7,263-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,742 | $6,491-57.8% | $9,520-71.2% | $4,249-35.5% |
| Admin fee / account holder | $1,972 | $24,035-91.8% | $25,146-92.2% | $8,951-78.0% |