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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 | $27,902 | $96,731-71.2% | $123,973-77.5% | $86,983-67.9% |
| Participation rate | 26.9% | 70.0%-43.1pp | 76.7%-49.7pp | 69.5%-42.6pp |
| Annual return | 19.98% | 17.33%+2.7pp | 388.13%-368.1pp | 25.83%-5.8pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,118 | $4,152-73.1% | $5,247-78.7% | $4,194-73.4% |
| Admin fee / account holder | $799 | $8,722-90.8% | $11,799-93.2% | $7,856-89.8% |