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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 | $9,281 | $73,787-87.4% | $98,716-90.6% | $82,448-88.7% |
| Participation rate | 10.1% | 61.4%-51.3pp | 69.3%-59.1pp | 68.1%-57.9pp |
| Annual return | 19.85% | 18.57%+1.3pp | 31.81%-12.0pp | 41.64%-21.8pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $427 | $3,081-86.1% | $4,048-89.5% | $4,139-89.7% |
| Admin fee / account holder | $927 | $6,500-85.7% | $8,703-89.4% | $7,234-87.2% |