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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 | $18,728 | $60,349-69.0% | $74,184-74.8% | $62,881-70.2% |
| Participation rate | 11.1% | 72.7%-61.6pp | 76.6%-65.5pp | 69.3%-58.2pp |
| Annual return | 7.16% | 21.38%-14.2pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $28 | $2,856-99.0% | $3,550-99.2% | $3,203-99.1% |
| Admin fee / account holder | $1,248 | $4,261-70.7% | $5,586-77.6% | $4,296-70.9% |