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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 | $10,048 | $95,453-89.5% | $112,040-91.0% | $82,448-87.8% |
| Participation rate | 19.3% | 72.8%-53.5pp | 76.5%-57.2pp | 68.1%-48.8pp |
| Annual return | 18.58% | 23.92%-5.3pp | 24.52%-5.9pp | 41.64%-23.1pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $694 | $4,224-83.6% | $5,098-86.4% | $4,139-83.2% |
| Admin fee / account holder | $1,443 | $9,013-84.0% | $12,098-88.1% | $7,234-80.1% |