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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 | $4,671 | $56,277-91.7% | $80,976-94.2% | $62,891-92.6% |
| Participation rate | 58.1% | 69.0%-10.8pp | 75.8%-17.7pp | 69.3%-11.2pp |
| Annual return | 8.60% | 22.12%-13.5pp | 17.10%-8.5pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $883 | $4,195-79.0% | $5,696-84.5% | $3,203-72.4% |
| Admin fee / account holder | $312 | $3,741-91.7% | $5,516-94.3% | $4,296-92.7% |