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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 | $10,008 | $58,523-82.9% | $99,479-89.9% | $72,976-86.3% |
| Participation rate | 35.1% | 64.6%-29.5pp | 73.8%-38.7pp | 69.5%-34.4pp |
| Annual return | 21.46% | 28.51%-7.1pp | 30.72%-9.3pp | 81.02%-59.6pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $329 | $2,606-87.4% | $3,619-90.9% | $3,608-90.9% |
| Admin fee / account holder | $305 | $4,102-92.6% | $6,253-95.1% | $5,124-94.0% |