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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 | $7,305 | $86,949-91.6% | $102,460-92.9% | $80,959-91.0% |
| Participation rate | 48.1% | 72.4%-24.2pp | 76.5%-28.4pp | 67.7%-19.5pp |
| Annual return | 13.28% | 18.89%-5.6pp | 29.47%-16.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,697 | $4,121-58.8% | $5,056-66.4% | $4,300-60.5% |
| Admin fee / account holder | $489 | $8,048-93.9% | $9,460-94.8% | $6,925-92.9% |