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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 | $10,733 | $76,696-86.0% | $96,515-88.9% | $71,511-85.0% |
| Participation rate | 5.8% | 66.6%-60.8pp | 74.3%-68.6pp | 67.9%-62.2pp |
| Annual return | 28.59% | 48.32%-19.7pp | 35.73%-7.1pp | 28.86%-0.3pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $3,740-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $426 | $3,770-88.7% | $4,880-91.3% | $4,291-90.1% |
| Admin fee / account holder | $954 | $2,030-53.0% | $6,735-85.8% | $1,588-39.9% |