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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 | $10,830 | $87,132-87.6% | $105,624-89.7% | $80,959-86.6% |
| Participation rate | 7.3% | 70.4%-63.2pp | 75.3%-68.0pp | 67.7%-60.4pp |
| Annual return | 11.88% | 17.03%-5.1pp | 116.20%-104.3pp | 35.67%-23.8pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $373 | $3,985-90.6% | $5,013-92.6% | $4,300-91.3% |
| Admin fee / account holder | $1,559 | $8,449-81.5% | $10,961-85.8% | $6,925-77.5% |