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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 | $16,620 | $88,707-81.3% | $74,184-77.6% | $273,972-93.9% |
| Participation rate | 47.6% | 79.4%-31.8pp | 76.6%-29.0pp | 83.0%-35.4pp |
| Annual return | 5.57% | 11.94%-6.4pp | 17.74%-12.2pp | 41.46%-35.9pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $925 | $4,212-78.0% | $3,550-74.0% | $5,287-82.5% |
| Admin fee / account holder | $14,079 | $8,717+61.5% | $5,586+152.0% | $10,133+38.9% |