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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 | $7,701 | $67,606-88.6% | $82,313-90.6% | $70,131-89.0% |
| Participation rate | 52.2% | 72.8%-20.6pp | 76.9%-24.7pp | 69.5%-17.4pp |
| Annual return | 12.43% | 21.57%-9.1pp | 25.88%-13.4pp | 73.14%-60.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $866 | $2,987-71.0% | $3,706-76.6% | $3,332-74.0% |
| Admin fee / account holder | $7,983 | $4,512+76.9% | $5,608+42.4% | $4,645+71.8% |