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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 | $9,775 | $58,493-83.3% | $84,021-88.4% | $72,975-86.6% |
| Participation rate | 42.9% | 61.2%-18.4pp | 69.0%-26.2pp | 69.5%-26.6pp |
| Annual return | 22.85% | 28.93%-6.1pp | 71.32%-48.5pp | 81.01%-58.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $932 | $2,394-61.1% | $3,239-71.2% | $3,608-74.2% |
| Admin fee / account holder | $363 | $4,569-92.1% | $6,102-94.1% | $5,124-92.9% |