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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 | $8,864 | $48,078-81.6% | $78,676-88.7% | $62,881-85.9% |
| Participation rate | 37.0% | 65.2%-28.2pp | 73.6%-36.5pp | 69.3%-32.3pp |
| Annual return | 0.00% | 31.36%-31.4pp | 62.19%-62.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $211 | $2,015-89.5% | $2,850-92.6% | $2,281-90.8% |
| Participant deferral / active EE | $615 | $2,587-76.2% | $3,517-82.5% | $3,203-80.8% |
| Admin fee / account holder | $604 | $3,206-81.2% | $4,510-86.6% | $4,296-86.0% |