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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 | $11,717 | $70,667-83.4% | $123,105-90.5% | $52,331-77.6% |
| Participation rate | 55.8% | 83.7%-27.9pp | 86.8%-31.0pp | 68.1%-12.3pp |
| Annual return | 0.48% | 6.23%-5.8pp | 13.22%-12.7pp | 4.54%-4.1pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,520 | $4,493-66.2% | $6,229-75.6% | $3,022-49.7% |
| Admin fee / account holder | $2,651 | $506+423.4% | $9,014-70.6% | $592+348.1% |