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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 | $6,774 | $40,275-83.2% | $57,356-88.2% | $59,633-88.6% |
| Participation rate | 51.2% | 69.1%-18.0pp | 75.1%-23.9pp | 68.7%-17.5pp |
| Annual return | 8.88% | 27.52%-18.6pp | 24.41%-15.5pp | 2041.45%-2032.6pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $405 | $2,400-83.1% | $3,162-87.2% | $3,192-87.3% |
| Admin fee / account holder | $1,920 | $2,820-31.9% | $3,357-42.8% | $4,297-55.3% |