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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 | $8,409 | $43,075-80.5% | $74,577-88.7% | $62,881-86.6% |
| Participation rate | 36.4% | 58.1%-21.7pp | 68.1%-31.7pp | 69.3%-32.9pp |
| Annual return | 5.50% | 17.50%-12.0pp | 20.47%-15.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $700 | $2,389-70.7% | $3,458-79.8% | $3,203-78.1% |
| Admin fee / account holder | $960 | $2,840-66.2% | $4,138-76.8% | $4,296-77.7% |