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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 | $4,426 | $76,407-94.2% | $150,298-97.1% | $82,448-94.6% |
| Participation rate | 64.3% | 66.4%-2.1pp | 77.8%-13.5pp | 68.1%-3.8pp |
| Annual return | 14.05% | 39.99%-25.9pp | 62.79%-48.7pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $464 | $3,214-85.6% | $5,453-91.5% | $4,139-88.8% |
| Admin fee / account holder | $2,937 | $6,352-53.8% | $14,116-79.2% | $7,234-59.4% |