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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 | $6,154 | $86,919-92.9% | $102,457-94.0% | $80,911-92.4% |
| Participation rate | 13.6% | 72.4%-58.8pp | 76.5%-62.9pp | 67.6%-54.1pp |
| Annual return | 10.48% | 18.90%-8.4pp | 29.41%-18.9pp | 35.63%-25.2pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $274 | $4,119-93.4% | $5,054-94.6% | $4,297-93.6% |
| Admin fee / account holder | $1,971 | $8,049-75.5% | $9,451-79.1% | $6,935-71.6% |