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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 | $8,289 | $80,992-89.8% | $96,534-91.4% | $75,173-89.0% |
| Participation rate | 41.7% | 71.8%-30.1pp | 76.0%-34.3pp | 67.2%-25.5pp |
| Annual return | 14.44% | 27.05%-12.6pp | 25.88%-11.4pp | 160.72%-146.3pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $570 | $3,929-85.5% | $4,851-88.2% | $4,126-86.2% |
| Admin fee / account holder | $402 | $6,717-94.0% | $8,253-95.1% | $5,651-92.9% |