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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 | $4,265 | $48,327-91.2% | $67,575-93.7% | $80,935-94.7% |
| Participation rate | 5.4% | 66.4%-61.0pp | 72.9%-67.5pp | 67.7%-62.3pp |
| Annual return | 15.35% | 18.31%-3.0pp | 3528.98%-3513.6pp | 35.66%-20.3pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $201 | $2,927-93.1% | $4,003-95.0% | $4,299-95.3% |
| Admin fee / account holder | $1,103 | $3,692-70.1% | $3,993-72.4% | $6,924-84.1% |