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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 | $31,626 | $96,289-67.2% | $213,469-85.2% | $87,485-63.8% |
| Participation rate | 30.3% | 69.6%-39.3pp | 77.1%-46.8pp | 68.9%-38.6pp |
| Annual return | 16.03% | 17.78%-1.7pp | 20.58%-4.6pp | 26.06%-10.0pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $4,994-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,742 | $4,750-63.3% | $6,841-74.5% | $4,274-59.2% |
| Admin fee / account holder | $2,033 | $9,670-79.0% | $27,141-92.5% | $7,775-73.8% |