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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 | $27,218 | $76,112-64.2% | $96,544-71.8% | $71,529-61.9% |
| Participation rate | 38.4% | 74.4%-36.0pp | 76.0%-37.6pp | 67.9%-29.5pp |
| Annual return | 17.92% | 22.80%-4.9pp | 25.88%-8.0pp | 28.97%-11.0pp |
| Employer contribution / active EE | $0 | $2,248-100.0% | $2,966-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,275 | $4,217-69.8% | $4,851-73.7% | $4,291-70.3% |
| Admin fee / account holder | $1,422 | $2,708-47.5% | $8,254-82.8% | $1,588-10.5% |