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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 | $94,031-89.2% | $115,768-91.2% | $82,448-87.7% |
| Participation rate | 39.0% | 70.4%-31.4pp | 74.4%-35.4pp | 68.1%-29.0pp |
| Annual return | 13.63% | 20.61%-7.0pp | 100.46%-86.8pp | 41.64%-28.0pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $676 | $3,972-83.0% | $4,917-86.2% | $4,139-83.7% |
| Admin fee / account holder | $948 | $10,249-90.8% | $12,439-92.4% | $7,234-86.9% |