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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 | $17,978 | $54,541-67.0% | $78,778-77.2% | $70,126-74.4% |
| Participation rate | 38.2% | 60.8%-22.6pp | 69.2%-31.0pp | 69.5%-31.3pp |
| Annual return | 12.93% | 21.07%-8.1pp | 35.62%-22.7pp | 73.15%-60.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $963 | $2,210-56.4% | $2,958-67.5% | $3,332-71.1% |
| Admin fee / account holder | $1,870 | $3,709-49.6% | $5,134-63.6% | $4,645-59.7% |