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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 | $15,069 | $86,701-82.6% | $73,309-79.4% | $125,388-88.0% |
| Participation rate | 57.1% | 78.6%-21.5pp | 74.9%-17.8pp | 83.2%-26.0pp |
| Annual return | 0.25% | 2.78%-2.5pp | 5.67%-5.4pp | 282.24%-282.0pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $203 | $5,549-96.3% | $4,991-95.9% | $5,352-96.2% |
| Admin fee / account holder | $5,476 | $7,768-29.5% | $5,635-2.8% | $9,541-42.6% |