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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 | $7,942 | $47,944-83.4% | $67,834-88.3% | $62,881-87.4% |
| Participation rate | 45.5% | 61.1%-15.6pp | 68.8%-23.3pp | 69.3%-23.9pp |
| Annual return | 7.22% | 11.77%-4.5pp | 138.47%-131.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,404 | $1,562-10.1% | $2,403-41.6% | $2,281-38.4% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $452 | $3,712-87.8% | $4,622-90.2% | $4,296-89.5% |