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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 | $10,346 | $92,219-88.8% | $76,767-86.5% | $135,380-92.4% |
| Participation rate | 18.8% | 79.8%-61.0pp | 77.0%-58.2pp | 82.6%-63.9pp |
| Annual return | 3.10% | 5.46%-2.4pp | 2.43%+0.7pp | 519.81%-516.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $372 | $4,508-91.8% | $3,852-90.4% | $5,609-93.4% |
| Admin fee / account holder | $29,109 | $10,749+170.8% | $6,675+336.1% | $10,828+168.8% |