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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 | $3,887 | $95,453-95.9% | $112,040-96.5% | $82,448-95.3% |
| Participation rate | 43.1% | 72.8%-29.6pp | 76.5%-33.4pp | 68.1%-24.9pp |
| Annual return | 15.85% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $573 | $4,224-86.4% | $5,098-88.8% | $4,139-86.2% |
| Admin fee / account holder | $1,299 | $9,013-85.6% | $12,098-89.3% | $7,234-82.0% |