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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 | $15,566 | $60,349-74.2% | $74,184-79.0% | $62,881-75.2% |
| Participation rate | 62.9% | 72.7%-9.9pp | 76.6%-13.8pp | 69.3%-6.4pp |
| Annual return | 7.71% | 21.38%-13.7pp | 17.74%-10.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $805 | $2,856-71.8% | $3,550-77.3% | $3,203-74.9% |
| Admin fee / account holder | $321 | $4,261-92.5% | $5,586-94.3% | $4,296-92.5% |