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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 | $10,679 | $90,486-88.2% | $78,676-86.4% | $273,972-96.1% |
| Participation rate | 26.3% | 76.5%-50.2pp | 73.6%-47.2pp | 83.0%-56.7pp |
| Annual return | 6.57% | 75.62%-69.0pp | 62.19%-55.6pp | 41.46%-34.9pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $309 | $3,901-92.1% | $3,517-91.2% | $5,287-94.2% |
| Admin fee / account holder | $473 | $5,263-91.0% | $4,510-89.5% | $10,133-95.3% |