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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 | $11,467 | $57,969-80.2% | $76,327-85.0% | $80,935-85.8% |
| Participation rate | 6.8% | 73.7%-67.0pp | 79.2%-72.4pp | 67.7%-60.9pp |
| Annual return | 16.53% | 15.90%+0.6pp | 13.79%+2.7pp | 35.66%-19.1pp |
| Employer contribution / active EE | $0 | $3,570-100.0% | $4,584-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $179 | $3,814-95.3% | $5,478-96.7% | $4,299-95.8% |
| Admin fee / account holder | $484 | $5,670-91.5% | $5,139-90.6% | $6,924-93.0% |