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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 | $5,109 | $95,453-94.6% | $112,040-95.4% | $82,448-93.8% |
| Participation rate | 28.0% | 72.8%-44.8pp | 76.5%-48.5pp | 68.1%-40.1pp |
| Annual return | 19.18% | 23.92%-4.7pp | 24.52%-5.3pp | 41.64%-22.5pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $582 | $4,224-86.2% | $5,098-88.6% | $4,139-85.9% |
| Admin fee / account holder | $925 | $9,013-89.7% | $12,098-92.4% | $7,234-87.2% |