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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 | $4,742 | $75,541-93.7% | $152,093-96.9% | $82,637-94.3% |
| Participation rate | 20.0% | 66.5%-46.5pp | 77.8%-57.8pp | 68.1%-48.1pp |
| Annual return | 16.01% | 32.56%-16.5pp | 66.36%-50.3pp | 53.51%-37.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $272 | $3,206-91.5% | $5,451-95.0% | $4,126-93.4% |
| Admin fee / account holder | $421 | $6,405-93.4% | $14,497-97.1% | $7,339-94.3% |