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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 | $51,092-80.7% | $76,735-87.1% | $79,634-87.6% |
| Participation rate | 8.1% | 50.2%-42.2pp | 69.5%-61.4pp | 62.5%-54.4pp |
| Annual return | 15.06% | 18.04%-3.0pp | 29.77%-14.7pp | 36.46%-21.4pp |
| Employer contribution / active EE | $0 | $1,519-100.0% | $2,454-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $192 | $2,529-92.4% | $4,088-95.3% | $3,835-95.0% |
| Admin fee / account holder | $964 | $1,865-48.3% | $7,189-86.6% | $1,002-3.7% |