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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 | $11,280 | $73,787-84.7% | $98,716-88.6% | $82,448-86.3% |
| Participation rate | 28.6% | 61.4%-32.8pp | 69.3%-40.7pp | 68.1%-39.5pp |
| Annual return | 20.47% | 18.57%+1.9pp | 31.81%-11.3pp | 41.64%-21.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $731 | $3,081-76.3% | $4,048-81.9% | $4,139-82.3% |
| Admin fee / account holder | $325 | $6,500-95.0% | $8,703-96.3% | $7,234-95.5% |