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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 | $4,422 | $86,949-94.9% | $102,460-95.7% | $80,959-94.5% |
| Participation rate | 13.3% | 72.4%-59.1pp | 76.5%-63.2pp | 67.7%-54.3pp |
| Annual return | 13.07% | 18.89%-5.8pp | 29.47%-16.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $241 | $4,121-94.2% | $5,056-95.2% | $4,300-94.4% |
| Admin fee / account holder | $7,992 | $8,048-0.7% | $9,460-15.5% | $6,925+15.4% |