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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 | $7,121 | $93,055-92.3% | $153,643-95.4% | $80,935-91.2% |
| Participation rate | 19.0% | 69.0%-50.0pp | 77.1%-58.1pp | 67.7%-48.7pp |
| Annual return | 11.82% | 19.97%-8.2pp | 15.71%-3.9pp | 35.66%-23.8pp |
| Employer contribution / active EE | $0 | $3,504-100.0% | $5,039-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $434 | $5,172-91.6% | $6,754-93.6% | $4,299-89.9% |
| Admin fee / account holder | $562 | $8,881-93.7% | $12,739-95.6% | $6,924-91.9% |