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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 | $8,756 | $97,550-91.0% | $120,344-92.7% | $87,485-90.0% |
| Participation rate | 8.4% | 72.8%-64.4pp | 76.7%-68.3pp | 68.9%-60.5pp |
| Annual return | 23.24% | 18.41%+4.8pp | 20.30%+2.9pp | 26.06%-2.8pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $347 | $4,230-91.8% | $5,135-93.2% | $4,274-91.9% |
| Admin fee / account holder | $667 | $9,543-93.0% | $12,742-94.8% | $7,775-91.4% |