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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 | $26,968 | $101,798-73.5% | $165,071-83.7% | $80,935-66.7% |
| Participation rate | 36.9% | 71.8%-34.9pp | 78.6%-41.7pp | 67.7%-30.7pp |
| Annual return | 15.05% | 16.73%-1.7pp | 70.17%-55.1pp | 35.66%-20.6pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,071 | $4,476-76.1% | $6,035-82.3% | $4,299-75.1% |
| Admin fee / account holder | $634 | $8,221-92.3% | $12,695-95.0% | $6,924-90.8% |