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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 | $19,241 | $91,559-79.0% | $133,959-85.6% | $79,858-75.9% |
| Participation rate | 19.2% | 73.3%-54.1pp | 79.8%-60.6pp | 69.6%-50.4pp |
| Annual return | 15.52% | 61.85%-46.3pp | 45.09%-29.6pp | 31.72%-16.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $624 | $3,734-83.3% | $5,047-87.6% | $3,740-83.3% |
| Admin fee / account holder | $760 | $6,321-88.0% | $8,928-91.5% | $5,306-85.7% |