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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 | $8,684 | $45,079-80.7% | $69,461-87.5% | $72,983-88.1% |
| Participation rate | 11.1% | 68.5%-57.4pp | 74.6%-63.5pp | 69.5%-58.4pp |
| Annual return | 11.08% | 22.65%-11.6pp | 28.97%-17.9pp | 81.01%-69.9pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $50 | $2,603-98.1% | $3,536-98.6% | $3,608-98.6% |
| Admin fee / account holder | $3,037 | $3,056-0.6% | $3,840-20.9% | $5,124-40.7% |