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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 | $8,964 | $86,330-89.6% | $121,871-92.6% | $94,015-90.5% |
| Participation rate | 46.7% | 66.7%-20.0pp | 73.2%-26.5pp | 70.8%-24.2pp |
| Annual return | 11.73% | 14.95%-3.2pp | 13.57%-1.8pp | 17.84%-6.1pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $2,731-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $614 | $3,146-80.5% | $4,318-85.8% | $4,249-85.5% |
| Admin fee / account holder | $5,650 | $7,346-23.1% | $11,551-51.1% | $8,951-36.9% |