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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 | $19,271 | $64,501-70.1% | $108,753-82.3% | $65,306-70.5% |
| Participation rate | 6.8% | 50.8%-44.0pp | 71.1%-64.2pp | 57.7%-50.8pp |
| Annual return | 13.99% | 21.09%-7.1pp | 37.47%-23.5pp | 21.94%-7.9pp |
| Employer contribution / active EE | $0 | $1,069-100.0% | $2,427-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $231 | $2,401-90.4% | $4,115-94.4% | $2,959-92.2% |
| Admin fee / account holder | $3,725 | $4,971-25.1% | $10,320-63.9% | $3,480+7.0% |