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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 | $31,567 | $123,793-74.5% | $177,840-82.2% | $79,852-60.5% |
| Participation rate | 50.7% | 84.7%-33.9pp | 87.7%-37.0pp | 69.6%-18.9pp |
| Annual return | 17.57% | 22.82%-5.3pp | 48.32%-30.8pp | 31.72%-14.1pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,593 | $5,956-56.5% | $7,714-66.4% | $3,740-30.7% |
| Admin fee / account holder | $654 | $7,243-91.0% | $12,431-94.7% | $5,306-87.7% |