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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 | $13,003 | $65,367-80.1% | $92,915-86.0% | $72,976-82.2% |
| Participation rate | 8.4% | 68.3%-59.9pp | 76.0%-67.6pp | 69.5%-61.1pp |
| Annual return | 24.73% | 42.11%-17.4pp | 109.45%-84.7pp | 81.02%-56.3pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $268 | $3,128-91.4% | $4,238-93.7% | $3,608-92.6% |
| Admin fee / account holder | $334 | $4,251-92.1% | $5,796-94.2% | $5,124-93.5% |