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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 | $9,104 | $107,733-91.5% | $92,985-90.2% | $154,746-94.1% |
| Participation rate | 37.5% | 74.6%-37.1pp | 69.5%-32.0pp | 80.7%-43.2pp |
| Annual return | 13.45% | 30.39%-16.9pp | 27.99%-14.5pp | 172.34%-158.9pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,090 | $5,053-78.4% | $4,377-75.1% | $6,730-83.8% |
| Admin fee / account holder | $389 | $11,369-96.6% | $9,463-95.9% | $14,365-97.3% |