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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 | $9,461 | $65,072-85.5% | $66,439-85.8% | $65,306-85.5% |
| Participation rate | 37.0% | 69.1%-32.1pp | 74.5%-37.5pp | 57.7%-20.7pp |
| Annual return | 10.98% | 21.50%-10.5pp | 757.66%-746.7pp | 21.94%-11.0pp |
| Employer contribution / active EE | $0 | $2,475-100.0% | $2,637-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $724 | $3,234-77.6% | $3,876-81.3% | $2,959-75.5% |
| Admin fee / account holder | $755 | $1,323-42.9% | $6,173-87.8% | $3,480-78.3% |