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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 | $11,817 | $80,983-85.4% | $96,544-87.8% | $75,177-84.3% |
| Participation rate | 8.0% | 71.8%-63.8pp | 76.0%-68.0pp | 67.2%-59.2pp |
| Annual return | 23.46% | 27.05%-3.6pp | 25.88%-2.4pp | 160.75%-137.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $707 | $3,929-82.0% | $4,851-85.4% | $4,126-82.9% |
| Admin fee / account holder | $5,556 | $6,717-17.3% | $8,254-32.7% | $5,651-1.7% |