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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 | $11,280 | $77,574-85.5% | $108,753-89.6% | $86,983-87.0% |
| Participation rate | 28.6% | 62.3%-33.7pp | 71.1%-42.5pp | 69.5%-41.0pp |
| Annual return | 20.47% | 18.42%+2.0pp | 37.47%-17.0pp | 25.83%-5.4pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $731 | $3,128-76.6% | $4,115-82.2% | $4,194-82.6% |
| Admin fee / account holder | $325 | $6,529-95.0% | $10,320-96.9% | $7,856-95.9% |