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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 | $10,736 | $52,306-79.5% | $69,779-84.6% | $62,881-82.9% |
| Participation rate | 13.3% | 67.2%-53.9pp | 71.8%-58.5pp | 69.3%-56.0pp |
| Annual return | 7.53% | 13.35%-5.8pp | 12.99%-5.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $134 | $2,395-94.4% | $2,931-95.4% | $3,203-95.8% |
| Admin fee / account holder | $4,744 | $3,691+28.5% | $4,381+8.3% | $4,296+10.4% |