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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 | $8,264 | $56,894-85.5% | $84,753-90.2% | $62,881-86.9% |
| Participation rate | 13.6% | 68.5%-55.0pp | 76.6%-63.0pp | 69.3%-55.7pp |
| Annual return | 10.79% | 6.30%+4.5pp | 22.78%-12.0pp | 20.14%-9.3pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $445 | $2,709-83.6% | $3,712-88.0% | $3,203-86.1% |
| Admin fee / account holder | $492 | $3,581-86.2% | $5,333-90.8% | $4,296-88.5% |