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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 | $12,374 | $60,349-79.5% | $74,184-83.3% | $62,881-80.3% |
| Participation rate | 37.8% | 72.7%-34.9pp | 76.6%-38.8pp | 69.3%-31.5pp |
| Annual return | 9.93% | 21.38%-11.4pp | 17.74%-7.8pp | 20.14%-10.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $210 | $2,856-92.6% | $3,550-94.1% | $3,203-93.4% |
| Admin fee / account holder | $783 | $4,261-81.6% | $5,586-86.0% | $4,296-81.8% |