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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 | $7,172 | $47,848-85.0% | $81,473-91.2% | $70,126-89.8% |
| Participation rate | 6.5% | 58.3%-51.8pp | 68.0%-61.5pp | 69.5%-63.1pp |
| Annual return | 16.04% | 27.25%-11.2pp | 38.78%-22.7pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $260 | $2,453-89.4% | $3,537-92.6% | $3,332-92.2% |
| Admin fee / account holder | $471 | $3,145-85.0% | $4,561-89.7% | $4,645-89.9% |