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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 | $19,271 | $64,010-69.9% | $108,359-82.2% | $64,340-70.0% |
| Participation rate | 6.8% | 49.4%-42.5pp | 70.1%-63.3pp | 55.2%-48.4pp |
| Annual return | 13.99% | 19.74%-5.7pp | 36.89%-22.9pp | 24.14%-10.2pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,399-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $231 | $2,395-90.4% | $4,137-94.4% | $2,980-92.3% |
| Admin fee / account holder | $3,725 | $4,885-23.7% | $9,741-61.8% | $3,703+0.6% |