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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 | $4,473 | $88,707-95.0% | $74,184-94.0% | $273,972-98.4% |
| Participation rate | 37.5% | 79.4%-41.9pp | 76.6%-39.1pp | 83.0%-45.5pp |
| Annual return | 9.92% | 11.94%-2.0pp | 17.74%-7.8pp | 41.46%-31.5pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,047 | $4,212-75.1% | $3,550-70.5% | $5,287-80.2% |
| Admin fee / account holder | $784 | $8,717-91.0% | $5,586-86.0% | $10,133-92.3% |