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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 | $4,990 | $81,457-93.9% | $103,378-95.2% | $80,911-93.8% |
| Participation rate | 23.1% | 66.8%-43.8pp | 74.5%-51.4pp | 67.6%-44.6pp |
| Annual return | 11.44% | 25.58%-14.1pp | 24.91%-13.5pp | 35.63%-24.2pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $489 | $3,871-87.4% | $5,058-90.3% | $4,297-88.6% |
| Admin fee / account holder | $617 | $6,717-90.8% | $8,401-92.7% | $6,935-91.1% |