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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 | $7,687 | $56,287-86.3% | $80,977-90.5% | $62,881-87.8% |
| Participation rate | 37.8% | 68.9%-31.2pp | 75.8%-38.0pp | 69.3%-31.5pp |
| Annual return | 6.27% | 22.13%-15.9pp | 17.11%-10.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $532 | $1,943-72.6% | $3,715-85.7% | $2,281-76.7% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,228 | $3,742-67.2% | $5,517-77.7% | $4,296-71.4% |