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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 | $145,431-92.7% | $211,142-95.0% | $87,485-87.9% |
| Participation rate | 59.5% | 84.7%-25.3pp | 87.3%-27.8pp | 68.9%-9.5pp |
| Annual return | 14.60% | 27.21%-12.6pp | 46.84%-32.2pp | 26.06%-11.5pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $512 | $6,859-92.5% | $9,284-94.5% | $4,274-88.0% |
| Admin fee / account holder | $432 | $17,052-97.5% | $19,076-97.7% | $7,775-94.4% |