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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 | $5,693 | $41,377-86.2% | $109,313-94.8% | $62,881-90.9% |
| Participation rate | 23.5% | 57.5%-34.0pp | 71.3%-47.7pp | 69.3%-45.8pp |
| Annual return | 7.33% | 11.05%-3.7pp | 22.07%-14.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $197 | $2,045-90.4% | $3,166-93.8% | $3,203-93.8% |
| Admin fee / account holder | $2,290 | $2,884-20.6% | $5,666-59.6% | $4,296-46.7% |