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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 | $2,685 | $81,276-96.7% | $155,574-98.3% | $80,925-96.7% |
| Participation rate | 4.9% | 66.2%-61.3pp | 78.2%-73.3pp | 67.7%-62.7pp |
| Annual return | 13.25% | 33.36%-20.1pp | 64.87%-51.6pp | 35.65%-22.4pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $31 | $3,453-99.1% | $5,629-99.4% | $4,299-99.3% |
| Admin fee / account holder | $3,043 | $7,993-61.9% | $15,914-80.9% | $6,940-56.2% |