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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 | $14,884 | $85,515-82.6% | $112,040-86.7% | $67,986-78.1% |
| Participation rate | 34.2% | 68.2%-34.0pp | 76.5%-42.3pp | 57.2%-23.0pp |
| Annual return | 24.01% | 29.68%-5.7pp | 24.52%-0.5pp | 31.67%-7.7pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,238 | $4,014-69.1% | $5,098-75.7% | $3,358-63.1% |
| Admin fee / account holder | $384 | $3,774-89.8% | $12,098-96.8% | $3,203-88.0% |