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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 | $6,069 | $56,894-89.3% | $84,753-92.8% | $62,881-90.3% |
| Participation rate | 41.4% | 68.5%-27.2pp | 76.6%-35.2pp | 69.3%-27.9pp |
| Annual return | 30.31% | 6.30%+24.0pp | 22.78%+7.5pp | 20.14%+10.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $944 | $2,709-65.2% | $3,712-74.6% | $3,203-70.5% |
| Admin fee / account holder | $694 | $3,581-80.6% | $5,333-87.0% | $4,296-83.8% |