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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 | $9,047 | $77,817-88.4% | $123,553-92.7% | $64,173-85.9% |
| Participation rate | 28.1% | 74.7%-46.6pp | 82.3%-54.2pp | 69.6%-41.4pp |
| Annual return | 1.50% | 12.49%-11.0pp | 119.21%-117.7pp | 7.63%-6.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,008 | $5,240-80.8% | $6,426-84.3% | $3,470-70.9% |
| Admin fee / account holder | $527 | $5,519-90.4% | $9,284-94.3% | $4,887-89.2% |