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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 | $36,198-72.7% | $94,215-89.5% | $65,191-84.9% |
| Participation rate | 8.1% | 43.6%-35.5pp | 70.0%-61.9pp | 63.0%-54.9pp |
| Annual return | 15.06% | 23.45%-8.4pp | 28.22%-13.2pp | 51.24%-36.2pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $2,675-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $192 | $1,716-88.8% | $4,276-95.5% | $2,671-92.8% |
| Admin fee / account holder | $964 | $2,162-55.4% | $10,216-90.6% | $907+6.3% |