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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 | $9,376 | $80,992-88.4% | $96,534-90.3% | $75,173-87.5% |
| Participation rate | 11.4% | 71.8%-60.4pp | 76.0%-64.6pp | 67.2%-55.8pp |
| Annual return | 23.86% | 27.05%-3.2pp | 25.88%-2.0pp | 160.72%-136.9pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $249 | $3,929-93.7% | $4,851-94.9% | $4,126-94.0% |
| Admin fee / account holder | $372 | $6,717-94.5% | $8,253-95.5% | $5,651-93.4% |