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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 | $9,801 | $181,896-94.6% | $156,551-93.7% | $273,972-96.4% |
| Participation rate | 31.8% | 88.4%-56.6pp | 84.0%-52.2pp | 83.0%-51.2pp |
| Annual return | 5.74% | 30.74%-25.0pp | 32.23%-26.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,008 | $5,550-81.8% | $4,871-79.3% | $5,287-80.9% |
| Admin fee / account holder | $2,075 | $15,560-86.7% | $13,028-84.1% | $10,133-79.5% |