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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 | $7,598 | $68,880-89.0% | $120,580-93.7% | $80,959-90.6% |
| Participation rate | 15.4% | 61.7%-46.3pp | 72.0%-56.6pp | 67.7%-52.3pp |
| Annual return | 12.99% | 23.68%-10.7pp | 107.48%-94.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $301 | $3,191-90.6% | $4,995-94.0% | $4,300-93.0% |
| Admin fee / account holder | $537 | $5,785-90.7% | $9,418-94.3% | $6,925-92.2% |