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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 | $68,878-89.0% | $120,574-93.7% | $80,935-90.6% |
| Participation rate | 15.4% | 61.7%-46.3pp | 71.9%-56.6pp | 67.7%-52.3pp |
| Annual return | 12.99% | 23.67%-10.7pp | 107.42%-94.4pp | 35.66%-22.7pp |
| Employer contribution / active EE | $0 | $2,065-100.0% | $3,471-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $301 | $3,189-90.6% | $4,996-94.0% | $4,299-93.0% |
| Admin fee / account holder | $537 | $5,782-90.7% | $9,445-94.3% | $6,924-92.2% |