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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 | $9,476 | $45,079-79.0% | $69,461-86.4% | $72,983-87.0% |
| Participation rate | 11.8% | 68.5%-56.7pp | 74.6%-62.8pp | 69.5%-57.7pp |
| Annual return | 14.73% | 22.65%-7.9pp | 28.97%-14.2pp | 81.01%-66.3pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $130 | $2,603-95.0% | $3,536-96.3% | $3,608-96.4% |
| Admin fee / account holder | $2,358 | $3,056-22.8% | $3,840-38.6% | $5,124-54.0% |