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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 | $10,503 | $65,246-83.9% | $98,716-89.4% | $67,986-84.6% |
| Participation rate | 5.7% | 51.4%-45.7pp | 69.3%-63.6pp | 57.2%-51.5pp |
| Annual return | 17.12% | 20.58%-3.5pp | 31.81%-14.7pp | 31.67%-14.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $399 | $2,594-84.6% | $4,048-90.1% | $3,358-88.1% |
| Admin fee / account holder | $8,996 | $4,561+97.3% | $8,703+3.4% | $3,203+180.9% |