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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 | $9,449 | $72,486-87.0% | $87,103-89.2% | $72,976-87.1% |
| Participation rate | 11.1% | 72.8%-61.7pp | 76.9%-65.8pp | 69.5%-58.4pp |
| Annual return | 21.05% | 24.46%-3.4pp | 28.19%-7.1pp | 81.02%-60.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $236 | $3,270-92.8% | $4,049-94.2% | $3,608-93.4% |
| Admin fee / account holder | $628 | $5,055-87.6% | $7,491-91.6% | $5,124-87.8% |