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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 | $8,537 | $84,236-89.9% | $170,439-95.0% | $70,124-87.8% |
| Participation rate | 33.7% | 70.8%-37.1pp | 83.6%-49.9pp | 69.5%-35.8pp |
| Annual return | 15.17% | 23.06%-7.9pp | 205.94%-190.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $299 | $3,086-90.3% | $4,939-94.0% | $3,332-91.0% |
| Admin fee / account holder | $961 | $5,698-83.1% | $13,881-93.1% | $4,645-79.3% |