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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 | $15,986 | $81,504-80.4% | $102,437-84.4% | $80,959-80.3% |
| Participation rate | 4.7% | 66.9%-62.2pp | 74.5%-69.8pp | 67.7%-63.0pp |
| Annual return | 13.11% | 25.60%-12.5pp | 24.95%-11.8pp | 35.67%-22.6pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $565 | $3,871-85.4% | $5,060-88.8% | $4,300-86.9% |
| Admin fee / account holder | $4,841 | $6,719-28.0% | $8,388-42.3% | $6,925-30.1% |