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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 | $7,593 | $101,798-92.5% | $165,071-95.4% | $80,935-90.6% |
| Participation rate | 9.9% | 71.8%-62.0pp | 78.6%-68.8pp | 67.7%-57.8pp |
| Annual return | 11.96% | 16.73%-4.8pp | 70.17%-58.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $225 | $4,476-95.0% | $6,035-96.3% | $4,299-94.8% |
| Admin fee / account holder | $7,563 | $8,221-8.0% | $12,695-40.4% | $6,924+9.2% |