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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 | $7,656 | $58,493-86.9% | $84,021-90.9% | $72,975-89.5% |
| Participation rate | 17.6% | 61.2%-43.6pp | 69.0%-51.4pp | 69.5%-51.8pp |
| Annual return | 26.74% | 28.93%-2.2pp | 71.32%-44.6pp | 81.01%-54.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $808 | $2,394-66.3% | $3,239-75.1% | $3,608-77.6% |
| Admin fee / account holder | $4,312 | $4,569-5.6% | $6,102-29.3% | $5,124-15.9% |