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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 | $16,396 | $71,208-77.0% | $93,681-82.5% | $80,911-79.7% |
| Participation rate | 8.6% | 60.4%-51.8pp | 68.7%-60.1pp | 67.6%-59.0pp |
| Annual return | 11.09% | 11.27%-0.2pp | 133.47%-122.4pp | 35.63%-24.5pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $264 | $4,035-93.5% | $4,415-94.0% | $4,297-93.9% |
| Admin fee / account holder | $500 | $6,951-92.8% | $8,290-94.0% | $6,935-92.8% |