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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 | $9,404 | $79,894-88.2% | $135,792-93.1% | $82,637-88.6% |
| Participation rate | 5.3% | 63.0%-57.7pp | 72.6%-67.3pp | 68.1%-62.8pp |
| Annual return | 20.68% | 17.20%+3.5pp | 25.96%-5.3pp | 53.51%-32.8pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,496-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $193 | $3,194-94.0% | $4,759-95.9% | $4,126-95.3% |
| Admin fee / account holder | $2,046 | $6,434-68.2% | $12,266-83.3% | $7,339-72.1% |