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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 | $13,573 | $52,884-74.3% | $84,753-84.0% | $55,167-75.4% |
| Participation rate | 9.4% | 67.5%-58.1pp | 76.6%-67.2pp | 69.0%-59.6pp |
| Annual return | 5.95% | 18.03%-12.1pp | 22.78%-16.8pp | 169.23%-163.3pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $136 | $2,644-94.8% | $3,712-96.3% | $3,054-95.5% |
| Admin fee / account holder | $577 | $581-0.7% | $5,333-89.2% | $504+14.4% |