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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 | $9,085 | $77,896-88.3% | $134,172-93.2% | $82,448-89.0% |
| Participation rate | 2.9% | 62.8%-59.9pp | 72.5%-69.6pp | 68.1%-65.2pp |
| Annual return | 19.32% | 18.21%+1.1pp | 25.30%-6.0pp | 41.64%-22.3pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $44 | $3,162-98.6% | $4,690-99.1% | $4,139-98.9% |
| Admin fee / account holder | $881 | $6,336-86.1% | $12,016-92.7% | $7,234-87.8% |