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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 | $9,916 | $67,602-85.3% | $82,312-88.0% | $70,126-85.9% |
| Participation rate | 27.3% | 72.8%-45.5pp | 76.9%-49.6pp | 69.5%-42.3pp |
| Annual return | 12.49% | 21.57%-9.1pp | 25.88%-13.4pp | 73.15%-60.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,053 | $2,987-64.7% | $3,706-71.6% | $3,332-68.4% |
| Admin fee / account holder | $1,323 | $4,512-70.7% | $5,608-76.4% | $4,645-71.5% |