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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 | $7,880 | $46,877-83.2% | $122,354-93.6% | $70,126-88.8% |
| Participation rate | 20.7% | 58.2%-37.5pp | 71.6%-50.9pp | 69.5%-48.9pp |
| Annual return | 22.79% | 24.22%-1.4pp | 30.28%-7.5pp | 73.15%-50.4pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $28 | $2,167-98.7% | $3,287-99.1% | $3,332-99.2% |
| Admin fee / account holder | $960 | $3,324-71.1% | $5,479-82.5% | $4,645-79.3% |