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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 | $9,966 | $76,551-87.0% | $123,894-92.0% | $62,881-84.2% |
| Participation rate | 15.4% | 73.0%-57.6pp | 81.4%-66.0pp | 69.3%-53.9pp |
| Annual return | 8.12% | 18.68%-10.6pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $110 | $4,840-97.7% | $5,984-98.2% | $3,203-96.6% |
| Admin fee / account holder | $2,030 | $4,826-57.9% | $8,357-75.7% | $4,296-52.8% |