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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 | $6,975 | $81,487-91.4% | $102,412-93.2% | $80,935-91.4% |
| Participation rate | 22.1% | 66.8%-44.8pp | 74.5%-52.4pp | 67.7%-45.6pp |
| Annual return | 13.13% | 25.60%-12.5pp | 24.94%-11.8pp | 35.66%-22.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $884 | $3,871-77.2% | $5,060-82.5% | $4,299-79.4% |
| Admin fee / account holder | $1,797 | $6,717-73.3% | $8,388-78.6% | $6,924-74.1% |