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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 | $7,222 | $48,078-85.0% | $78,676-90.8% | $62,881-88.5% |
| Participation rate | 19.0% | 65.2%-46.2pp | 73.6%-54.5pp | 69.3%-50.3pp |
| Annual return | 6.41% | 31.36%-24.9pp | 62.19%-55.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $65 | $2,587-97.5% | $3,517-98.1% | $3,203-98.0% |
| Admin fee / account holder | $1,804 | $3,206-43.7% | $4,510-60.0% | $4,296-58.0% |