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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 | $5,569 | $108,882-94.9% | $96,754-94.2% | $154,746-96.4% |
| Participation rate | 25.0% | 75.1%-50.1pp | 70.3%-45.3pp | 80.7%-55.7pp |
| Annual return | 15.14% | 98.39%-83.3pp | 82.04%-66.9pp | 172.34%-157.2pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $548 | $5,323-89.7% | $4,758-88.5% | $6,730-91.9% |
| Admin fee / account holder | $1,366 | $10,200-86.6% | $8,905-84.7% | $14,365-90.5% |