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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 | $11,238 | $106,749-89.5% | $145,433-92.3% | $82,448-86.4% |
| Participation rate | 44.8% | 75.6%-30.8pp | 82.1%-37.3pp | 68.1%-23.2pp |
| Annual return | 16.26% | 27.59%-11.3pp | 66.58%-50.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $421 | $6,519-93.5% | $7,897-94.7% | $4,139-89.8% |
| Admin fee / account holder | $5,000 | $8,390-40.4% | $13,129-61.9% | $7,234-30.9% |