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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 | $15,473 | $97,648-84.2% | $121,663-87.3% | $87,485-82.3% |
| Participation rate | 51.0% | 70.5%-19.5pp | 74.5%-23.5pp | 68.9%-17.9pp |
| Annual return | 13.00% | 18.03%-5.0pp | 147.54%-134.5pp | 26.06%-13.1pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $908 | $3,923-76.9% | $4,887-81.4% | $4,274-78.8% |
| Admin fee / account holder | $10,905 | $11,100-1.8% | $14,289-23.7% | $7,775+40.3% |