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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 | $86,922-94.9% | $102,438-95.7% | $80,874-94.5% |
| Participation rate | 13.3% | 72.4%-59.0pp | 76.5%-63.2pp | 67.6%-54.3pp |
| Annual return | 13.07% | 18.90%-5.8pp | 29.37%-16.3pp | 35.62%-22.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $241 | $4,119-94.1% | $5,054-95.2% | $4,297-94.4% |
| Admin fee / account holder | $7,992 | $8,050-0.7% | $9,448-15.4% | $6,935+15.2% |