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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 | $9,496 | $56,110-83.1% | $94,993-90.0% | $70,126-86.5% |
| Participation rate | 39.5% | 65.0%-25.5pp | 73.9%-34.4pp | 69.5%-30.1pp |
| Annual return | 18.25% | 51.02%-32.8pp | 27.14%-8.9pp | 73.15%-54.9pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $679 | $2,391-71.6% | $3,317-79.5% | $3,332-79.6% |
| Admin fee / account holder | $1,032 | $3,456-70.1% | $4,960-79.2% | $4,645-77.8% |