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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 | $9,873 | $37,422-73.6% | $92,985-89.4% | $64,728-84.7% |
| Participation rate | 8.1% | 40.1%-32.1pp | 69.5%-61.4pp | 57.9%-49.8pp |
| Annual return | 15.06% | 20.66%-5.6pp | 27.99%-12.9pp | 49.38%-34.3pp |
| Employer contribution / active EE | $0 | $1,156-100.0% | $2,662-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $192 | $1,740-89.0% | $4,377-95.6% | $2,729-93.0% |
| Admin fee / account holder | $964 | $2,190-56.0% | $9,463-89.8% | $1,145-15.8% |