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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 | $11,772 | $64,909-81.9% | $82,313-85.7% | $62,293-81.1% |
| Participation rate | 7.0% | 74.9%-67.9pp | 76.9%-69.9pp | 69.5%-62.5pp |
| Annual return | 14.97% | 21.18%-6.2pp | 25.88%-10.9pp | 28.90%-13.9pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $126 | $3,103-95.9% | $3,706-96.6% | $3,169-96.0% |
| Admin fee / account holder | $804 | $440+83.0% | $5,608-85.7% | $479+67.8% |