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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 | $14,576 | $58,493-75.1% | $84,021-82.7% | $72,975-80.0% |
| Participation rate | 7.0% | 61.2%-54.3pp | 69.0%-62.0pp | 69.5%-62.5pp |
| Annual return | 22.57% | 28.93%-6.4pp | 71.32%-48.7pp | 81.01%-58.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $247 | $2,394-89.7% | $3,239-92.4% | $3,608-93.2% |
| Admin fee / account holder | $4,276 | $4,569-6.4% | $6,102-29.9% | $5,124-16.5% |