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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 | $9,142 | $73,981-87.6% | $105,754-91.4% | $62,881-85.5% |
| Participation rate | 24.4% | 71.7%-47.2pp | 78.9%-54.5pp | 69.3%-44.9pp |
| Annual return | 11.42% | 17.60%-6.2pp | 12.25%-0.8pp | 20.14%-8.7pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $858 | $4,038-78.8% | $5,326-83.9% | $3,203-73.2% |
| Admin fee / account holder | $546 | $5,976-90.9% | $8,309-93.4% | $4,296-87.3% |