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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 | $14,690 | $138,393-89.4% | $184,256-92.0% | $80,959-81.9% |
| Participation rate | 25.0% | 83.9%-58.9pp | 86.8%-61.8pp | 67.7%-42.7pp |
| Annual return | 16.28% | 20.01%-3.7pp | 28.85%-12.6pp | 35.67%-19.4pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,445 | $7,076-79.6% | $9,133-84.2% | $4,300-66.4% |
| Admin fee / account holder | $793 | $10,489-92.4% | $13,899-94.3% | $6,925-88.6% |