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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 | $10,038 | $83,898-88.0% | $133,346-92.5% | $94,015-89.3% |
| Participation rate | 31.1% | 63.4%-32.2pp | 72.8%-41.7pp | 70.8%-39.7pp |
| Annual return | 14.66% | 16.00%-1.3pp | 36.85%-22.2pp | 17.84%-3.2pp |
| Employer contribution / active EE | $314 | $1,821-82.8% | $2,853-89.0% | $2,790-88.8% |
| Participant deferral / active EE | $594 | $3,245-81.7% | $4,332-86.3% | $4,249-86.0% |
| Admin fee / account holder | $3,536 | $7,809-54.7% | $14,264-75.2% | $8,951-60.5% |