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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 | $15,005 | $56,894-73.6% | $84,753-82.3% | $62,881-76.1% |
| Participation rate | 45.1% | 68.5%-23.4pp | 76.6%-31.5pp | 69.3%-24.2pp |
| Annual return | 6.20% | 6.30%-0.1pp | 22.78%-16.6pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $833 | $2,709-69.2% | $3,712-77.6% | $3,203-74.0% |
| Admin fee / account holder | $689 | $3,581-80.8% | $5,333-87.1% | $4,296-84.0% |