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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 | $7,117 | $48,327-85.3% | $67,575-89.5% | $80,935-91.2% |
| Participation rate | 26.0% | 66.4%-40.4pp | 72.9%-46.9pp | 67.7%-41.7pp |
| Annual return | 12.03% | 18.31%-6.3pp | 3528.98%-3516.9pp | 35.66%-23.6pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $695 | $2,927-76.2% | $4,003-82.6% | $4,299-83.8% |
| Admin fee / account holder | $1,085 | $3,692-70.6% | $3,993-72.8% | $6,924-84.3% |