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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 | $7,232 | $56,894-87.3% | $84,753-91.5% | $62,881-88.5% |
| Participation rate | 31.0% | 68.5%-37.5pp | 76.6%-45.6pp | 69.3%-38.3pp |
| Annual return | 6.93% | 6.30%+0.6pp | 22.78%-15.9pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $281 | $2,709-89.6% | $3,712-92.4% | $3,203-91.2% |
| Admin fee / account holder | $5,666 | $3,581+58.2% | $5,333+6.2% | $4,296+31.9% |