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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 | $9,992 | $63,082-84.2% | $81,726-87.8% | $79,856-87.5% |
| Participation rate | 20.4% | 67.5%-47.1pp | 72.0%-51.6pp | 69.6%-49.2pp |
| Annual return | 22.14% | 22.66%-0.5pp | 29.49%-7.4pp | 31.71%-9.6pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,311-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $781 | $2,780-71.9% | $7,108-89.0% | $3,741-79.1% |
| Admin fee / account holder | $586 | $4,428-86.8% | $5,160-88.6% | $5,306-89.0% |