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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 | $13,239 | $53,901-75.4% | $134,162-90.1% | $73,497-82.0% |
| Participation rate | 25.0% | 62.8%-37.8pp | 72.2%-47.2pp | 70.7%-45.7pp |
| Annual return | 15.15% | 15.82%-0.7pp | 36.35%-21.2pp | 28.51%-13.4pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $3,705-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $762 | $2,739-72.2% | $3,500-78.2% | $3,740-79.6% |
| Admin fee / account holder | $3,328 | $581+473.3% | $6,685-50.2% | $513+548.7% |