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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 | $9,221 | $72,027-87.2% | $185,835-95.0% | $79,852-88.5% |
| Participation rate | 21.2% | 65.8%-44.6pp | 78.0%-56.9pp | 69.6%-48.5pp |
| Annual return | 20.12% | 23.13%-3.0pp | 35.96%-15.8pp | 31.72%-11.6pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $779 | $3,780-79.4% | $5,633-86.2% | $3,740-79.2% |
| Admin fee / account holder | $477 | $4,513-89.4% | $9,502-95.0% | $5,306-91.0% |