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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 | $14,417 | $127,096-88.7% | $105,736-86.4% | $135,380-89.4% |
| Participation rate | 31.3% | 82.7%-51.5pp | 76.3%-45.1pp | 82.6%-51.4pp |
| Annual return | 6.89% | 4.49%+2.4pp | 6.27%+0.6pp | 519.81%-512.9pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $645 | $5,064-87.3% | $4,080-84.2% | $5,609-88.5% |
| Admin fee / account holder | $1,419 | $9,087-84.4% | $6,913-79.5% | $10,828-86.9% |