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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 | $12,296 | $99,345-87.6% | $84,753-85.5% | $273,972-95.5% |
| Participation rate | 46.2% | 80.7%-34.5pp | 76.6%-30.4pp | 83.0%-36.9pp |
| Annual return | 3.51% | 22.93%-19.4pp | 22.78%-19.3pp | 41.46%-37.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $47 | $4,270-98.9% | $3,712-98.7% | $5,287-99.1% |
| Admin fee / account holder | $1,993 | $6,645-70.0% | $5,333-62.6% | $10,133-80.3% |