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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 | $9,746 | $88,707-89.0% | $74,184-86.9% | $273,972-96.4% |
| Participation rate | 36.8% | 79.4%-42.6pp | 76.6%-39.8pp | 83.0%-46.2pp |
| Annual return | 5.75% | 11.94%-6.2pp | 17.74%-12.0pp | 41.46%-35.7pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $116 | $4,212-97.3% | $3,550-96.7% | $5,287-97.8% |
| Admin fee / account holder | $561 | $8,717-93.6% | $5,586-90.0% | $10,133-94.5% |