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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 | $21,083 | $67,602-68.8% | $82,312-74.4% | $70,126-69.9% |
| Participation rate | 64.8% | 72.8%-8.0pp | 76.9%-12.1pp | 69.5%-4.7pp |
| Annual return | 24.53% | 21.57%+3.0pp | 25.88%-1.3pp | 73.15%-48.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,321 | $2,987-55.8% | $3,706-64.4% | $3,332-60.4% |
| Admin fee / account holder | $10,082 | $4,512+123.5% | $5,608+79.8% | $4,645+117.0% |