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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 | $42,909-78.6% | $152,093-94.0% | $71,012-87.1% |
| Participation rate | 11.3% | 54.7%-43.3pp | 77.8%-66.4pp | 58.6%-47.2pp |
| Annual return | 16.41% | 30.57%-14.2pp | 66.36%-49.9pp | 37.67%-21.3pp |
| Employer contribution / active EE | $0 | $1,369-100.0% | $4,175-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $415 | $1,904-78.2% | $5,451-92.4% | $3,246-87.2% |
| Admin fee / account holder | $1,132 | $1,014+11.7% | $14,497-92.2% | $1,167-3.0% |