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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 | $7,519 | $64,920-88.4% | $103,693-92.7% | $86,983-91.4% |
| Participation rate | 6.9% | 63.6%-56.7pp | 72.6%-65.7pp | 69.5%-62.6pp |
| Annual return | 14.20% | 30.29%-16.1pp | 47.61%-33.4pp | 25.83%-11.6pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $110 | $3,241-96.6% | $4,579-97.6% | $4,194-97.4% |
| Admin fee / account holder | $528 | $6,191-91.5% | $7,858-93.3% | $7,856-93.3% |