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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 | $9,645 | $56,054-82.8% | $171,082-94.4% | $62,881-84.7% |
| Participation rate | 36.0% | 62.9%-26.9pp | 76.7%-40.7pp | 69.3%-33.3pp |
| Annual return | 6.39% | 22.52%-16.1pp | 32.56%-26.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $931 | $3,158-70.5% | $4,797-80.6% | $3,203-70.9% |
| Admin fee / account holder | $909 | $3,647-75.1% | $8,520-89.3% | $4,296-78.8% |