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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 | $10,594 | $146,267-92.8% | $197,124-94.6% | $82,448-87.2% |
| Participation rate | 59.5% | 84.0%-24.6pp | 86.7%-27.3pp | 68.1%-8.6pp |
| Annual return | 14.60% | 29.61%-15.0pp | 44.34%-29.7pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $512 | $7,035-92.7% | $9,135-94.4% | $4,139-87.6% |
| Admin fee / account holder | $432 | $14,422-97.0% | $16,298-97.3% | $7,234-94.0% |