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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 | $9,161 | $46,464-80.3% | $150,298-93.9% | $79,634-88.5% |
| Participation rate | 11.3% | 57.0%-45.6pp | 77.8%-66.4pp | 62.5%-51.2pp |
| Annual return | 16.41% | 27.89%-11.5pp | 62.79%-46.4pp | 36.46%-20.0pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $415 | $2,157-80.7% | $5,453-92.4% | $3,835-89.2% |
| Admin fee / account holder | $1,132 | $891+27.1% | $14,116-92.0% | $1,002+13.0% |