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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 | $8,230 | $48,364-83.0% | $71,796-88.5% | $62,881-86.9% |
| Participation rate | 13.6% | 60.6%-47.0pp | 69.1%-55.5pp | 69.3%-55.7pp |
| Annual return | 6.25% | 13.16%-6.9pp | 78.04%-71.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $213 | $1,042-79.6% | $1,924-88.9% | $2,281-90.7% |
| Participant deferral / active EE | $282 | $2,091-86.5% | $2,794-89.9% | $3,203-91.2% |
| Admin fee / account holder | $1,943 | $3,771-48.5% | $4,815-59.6% | $4,296-54.8% |