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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 | $10,743 | $60,349-82.2% | $74,184-85.5% | $62,881-82.9% |
| Participation rate | 12.4% | 72.7%-60.4pp | 76.6%-64.3pp | 69.3%-56.9pp |
| Annual return | 10.52% | 21.38%-10.9pp | 17.74%-7.2pp | 20.14%-9.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $252 | $2,856-91.2% | $3,550-92.9% | $3,203-92.1% |
| Admin fee / account holder | $2,982 | $4,261-30.0% | $5,586-46.6% | $4,296-30.6% |