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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 | $7,300 | $167,415-95.6% | $140,514-94.8% | $198,609-96.3% |
| Participation rate | 45.0% | 80.9%-35.9pp | 77.8%-32.8pp | 82.4%-37.4pp |
| Annual return | 8.76% | 13.85%-5.1pp | 14.36%-5.6pp | 202.70%-193.9pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $998 | $5,579-82.1% | $4,919-79.7% | $6,977-85.7% |
| Admin fee / account holder | $6,953 | $16,730-58.4% | $13,697-49.2% | $19,030-63.5% |