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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 | $8,184 | $45,087-81.8% | $69,483-88.2% | $72,976-88.8% |
| Participation rate | 25.6% | 68.5%-42.8pp | 74.6%-49.0pp | 69.5%-43.8pp |
| Annual return | 16.24% | 22.67%-6.4pp | 28.99%-12.7pp | 81.02%-64.8pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $391 | $2,603-85.0% | $3,537-89.0% | $3,608-89.2% |
| Admin fee / account holder | $1,305 | $3,057-57.3% | $3,841-66.0% | $5,124-74.5% |