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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 | $5,444 | $77,908-93.0% | $149,696-96.4% | $75,173-92.8% |
| Participation rate | 3.3% | 65.6%-62.3pp | 78.8%-75.5pp | 67.2%-63.9pp |
| Annual return | 16.80% | 31.73%-14.9pp | 134.46%-117.7pp | 160.72%-143.9pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $109 | $3,411-96.8% | $5,682-98.1% | $4,126-97.4% |
| Admin fee / account holder | $2,705 | $5,950-54.5% | $13,212-79.5% | $5,651-52.1% |