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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 | $9,040 | $73,988-87.8% | $96,538-90.6% | $75,177-88.0% |
| Participation rate | 2.6% | 66.4%-63.8pp | 74.3%-71.7pp | 67.2%-64.6pp |
| Annual return | 15.14% | 26.73%-11.6pp | 35.74%-20.6pp | 160.75%-145.6pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $156 | $3,660-95.7% | $4,880-96.8% | $4,126-96.2% |
| Admin fee / account holder | $3,048 | $5,220-41.6% | $6,737-54.8% | $5,651-46.1% |