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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 | $17,356 | $81,457-78.7% | $103,378-83.2% | $80,911-78.5% |
| Participation rate | 10.7% | 66.8%-56.1pp | 74.5%-63.8pp | 67.6%-56.9pp |
| Annual return | 13.11% | 25.58%-12.5pp | 24.91%-11.8pp | 35.63%-22.5pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $308 | $3,871-92.0% | $5,058-93.9% | $4,297-92.8% |
| Admin fee / account holder | $2,552 | $6,717-62.0% | $8,401-69.6% | $6,935-63.2% |