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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 | $15,783 | $86,949-81.8% | $102,460-84.6% | $80,959-80.5% |
| Participation rate | 36.4% | 72.4%-36.0pp | 76.5%-40.1pp | 67.7%-31.3pp |
| Annual return | 11.39% | 18.89%-7.5pp | 29.47%-18.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $728 | $4,121-82.3% | $5,056-85.6% | $4,300-83.1% |
| Admin fee / account holder | $2,101 | $8,048-73.9% | $9,460-77.8% | $6,925-69.7% |