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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 | $10,177 | $97,648-89.6% | $121,663-91.6% | $87,485-88.4% |
| Participation rate | 39.0% | 70.5%-31.4pp | 74.5%-35.5pp | 68.9%-29.9pp |
| Annual return | 13.63% | 18.03%-4.4pp | 147.54%-133.9pp | 26.06%-12.4pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $676 | $3,923-82.8% | $4,887-86.2% | $4,274-84.2% |
| Admin fee / account holder | $948 | $11,100-91.5% | $14,289-93.4% | $7,775-87.8% |