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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 | $22,022 | $76,696-71.3% | $96,538-77.2% | $71,529-69.2% |
| Participation rate | 10.0% | 66.6%-56.6pp | 74.3%-64.3pp | 67.9%-57.9pp |
| Annual return | 16.05% | 48.32%-32.3pp | 35.74%-19.7pp | 28.97%-12.9pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $3,740-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $426 | $3,770-88.7% | $4,880-91.3% | $4,291-90.1% |
| Admin fee / account holder | $5,223 | $2,030+157.3% | $6,737-22.5% | $1,588+228.8% |