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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 | $8,059 | $39,132-79.4% | $57,196-85.9% | $62,881-87.2% |
| Participation rate | 47.6% | 70.5%-22.9pp | 75.3%-27.8pp | 69.3%-21.7pp |
| Annual return | 5.10% | 9.24%-4.1pp | 14.59%-9.5pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $300 | $2,374-87.4% | $3,096-90.3% | $3,203-90.6% |
| Admin fee / account holder | $409 | $2,594-84.2% | $3,141-87.0% | $4,296-90.5% |