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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 | $10,709 | $54,541-80.4% | $78,778-86.4% | $70,131-84.7% |
| Participation rate | 29.6% | 60.8%-31.2pp | 69.2%-39.6pp | 69.5%-39.9pp |
| Annual return | 16.06% | 21.07%-5.0pp | 35.62%-19.6pp | 73.14%-57.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $381 | $2,210-82.7% | $2,958-87.1% | $3,332-88.6% |
| Admin fee / account holder | $1,445 | $3,709-61.0% | $5,134-71.8% | $4,645-68.9% |