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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 | $9,013 | $45,087-80.0% | $69,483-87.0% | $72,976-87.6% |
| Participation rate | 11.1% | 68.5%-57.4pp | 74.6%-63.5pp | 69.5%-58.4pp |
| Annual return | 32.66% | 22.67%+10.0pp | 28.99%+3.7pp | 81.02%-48.4pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $599 | $2,603-77.0% | $3,537-83.1% | $3,608-83.4% |
| Admin fee / account holder | $1,173 | $3,057-61.6% | $3,841-69.5% | $5,124-77.1% |