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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 | $4,606 | $76,551-94.0% | $123,894-96.3% | $62,881-92.7% |
| Participation rate | 20.0% | 73.0%-53.0pp | 81.4%-61.4pp | 69.3%-49.3pp |
| Annual return | 6.73% | 18.68%-12.0pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $178 | $4,840-96.3% | $5,984-97.0% | $3,203-94.4% |
| Admin fee / account holder | $1,422 | $4,826-70.5% | $8,357-83.0% | $4,296-66.9% |