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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 | $3,867 | $48,118-92.0% | $136,833-97.2% | $94,015-95.9% |
| Participation rate | 12.0% | 47.4%-35.4pp | 59.0%-47.0pp | 70.8%-58.8pp |
| Annual return | 12.76% | 14.65%-1.9pp | 35.32%-22.6pp | 17.84%-5.1pp |
| Employer contribution / active EE | $215 | $821-73.8% | $1,319-83.7% | $2,790-92.3% |
| Participant deferral / active EE | $361 | $1,651-78.2% | $2,441-85.2% | $4,249-91.5% |
| Admin fee / account holder | $2,793 | $3,059-8.7% | $4,706-40.7% | $8,951-68.8% |