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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 | $11,427 | $138,386-91.7% | $184,260-93.8% | $80,935-85.9% |
| Participation rate | 15.6% | 83.9%-68.3pp | 86.8%-71.2pp | 67.7%-52.0pp |
| Annual return | 13.96% | 20.02%-6.1pp | 28.84%-14.9pp | 35.66%-21.7pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $727 | $7,076-89.7% | $9,133-92.0% | $4,299-83.1% |
| Admin fee / account holder | $897 | $10,489-91.4% | $13,898-93.5% | $6,924-87.0% |