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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 | $13,842 | $88,707-84.4% | $74,184-81.3% | $273,972-94.9% |
| Participation rate | 47.4% | 79.4%-32.1pp | 76.6%-29.3pp | 83.0%-35.6pp |
| Annual return | 3.67% | 11.94%-8.3pp | 17.74%-14.1pp | 41.46%-37.8pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $316 | $4,212-92.5% | $3,550-91.1% | $5,287-94.0% |
| Admin fee / account holder | $4,703 | $8,717-46.0% | $5,586-15.8% | $10,133-53.6% |