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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 | $25,778 | $83,898-69.3% | $133,346-80.7% | $94,015-72.6% |
| Participation rate | 50.9% | 63.4%-12.4pp | 72.8%-21.9pp | 70.8%-19.9pp |
| Annual return | 10.65% | 16.00%-5.3pp | 36.85%-26.2pp | 17.84%-7.2pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $765 | $3,245-76.4% | $4,332-82.3% | $4,249-82.0% |
| Admin fee / account holder | $2,639 | $7,809-66.2% | $14,264-81.5% | $8,951-70.5% |