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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 | $10,739 | $45,087-76.2% | $69,483-84.5% | $72,976-85.3% |
| Participation rate | 11.1% | 68.5%-57.4pp | 74.6%-63.5pp | 69.5%-58.4pp |
| Annual return | 20.29% | 22.67%-2.4pp | 28.99%-8.7pp | 81.02%-60.7pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $596 | $2,603-77.1% | $3,537-83.2% | $3,608-83.5% |
| Admin fee / account holder | $1,256 | $3,057-58.9% | $3,841-67.3% | $5,124-75.5% |