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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 | $7,305 | $78,013-90.6% | $178,449-95.9% | $80,911-91.0% |
| Participation rate | 3.7% | 65.7%-62.0pp | 77.1%-73.4pp | 67.6%-63.9pp |
| Annual return | 11.44% | 18.07%-6.6pp | 27.09%-15.6pp | 35.63%-24.2pp |
| Employer contribution / active EE | $0 | $2,287-100.0% | $3,951-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $209 | $4,408-95.3% | $6,277-96.7% | $4,297-95.1% |
| Admin fee / account holder | $2,212 | $7,166-69.1% | $10,362-78.6% | $6,935-68.1% |