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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 | $23,473 | $95,453-75.4% | $112,040-79.0% | $82,448-71.5% |
| Participation rate | 30.2% | 72.8%-42.6pp | 76.5%-46.3pp | 68.1%-37.9pp |
| Annual return | 19.17% | 23.92%-4.7pp | 24.52%-5.3pp | 41.64%-22.5pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,171 | $4,224-72.3% | $5,098-77.0% | $4,139-71.7% |
| Admin fee / account holder | $595 | $9,013-93.4% | $12,098-95.1% | $7,234-91.8% |