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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 | $9,909 | $56,054-82.3% | $171,082-94.2% | $62,881-84.2% |
| Participation rate | 50.0% | 62.9%-12.9pp | 76.7%-26.7pp | 69.3%-19.3pp |
| Annual return | 5.62% | 22.52%-16.9pp | 32.56%-26.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $535 | $3,158-83.0% | $4,797-88.8% | $3,203-83.3% |
| Admin fee / account holder | $2,688 | $3,647-26.3% | $8,520-68.4% | $4,296-37.4% |