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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 | $11,987 | $60,349-80.1% | $74,184-83.8% | $62,881-80.9% |
| Participation rate | 22.2% | 72.7%-50.5pp | 76.6%-54.4pp | 69.3%-47.1pp |
| Annual return | 4.73% | 21.38%-16.6pp | 17.74%-13.0pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $364 | $2,856-87.3% | $3,550-89.8% | $3,203-88.6% |
| Admin fee / account holder | $2,668 | $4,261-37.4% | $5,586-52.2% | $4,296-37.9% |