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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 | $11,572 | $80,674-85.7% | $119,126-90.3% | $64,340-82.0% |
| Participation rate | 27.4% | 55.2%-27.8pp | 75.8%-48.4pp | 55.2%-27.9pp |
| Annual return | 12.85% | 26.86%-14.0pp | 282.11%-269.3pp | 24.14%-11.3pp |
| Employer contribution / active EE | $0 | $2,564-100.0% | $4,034-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $783 | $3,053-74.4% | $5,318-85.3% | $2,980-73.7% |
| Admin fee / account holder | $1,059 | $4,559-76.8% | $10,693-90.1% | $3,703-71.4% |