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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 | $9,977 | $49,255-79.7% | $70,494-85.8% | $79,856-87.5% |
| Participation rate | 23.9% | 69.2%-45.3pp | 75.1%-51.2pp | 69.6%-45.8pp |
| Annual return | 9.39% | 30.10%-20.7pp | 109.16%-99.8pp | 31.71%-22.3pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $361 | $2,768-87.0% | $3,711-90.3% | $3,741-90.4% |
| Admin fee / account holder | $1,124 | $2,879-61.0% | $3,848-70.8% | $5,306-78.8% |