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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 | $7,625 | $72,177-89.4% | $115,038-93.4% | $59,633-87.2% |
| Participation rate | 23.0% | 72.6%-49.6pp | 81.4%-58.4pp | 68.7%-45.7pp |
| Annual return | 1.55% | 12.02%-10.5pp | 26.14%-24.6pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $586 | $4,783-87.8% | $6,026-90.3% | $3,192-81.7% |
| Admin fee / account holder | $5,947 | $4,927+20.7% | $8,175-27.3% | $4,297+38.4% |