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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 | $5,361 | $43,496-87.7% | $161,489-96.7% | $64,340-91.7% |
| Participation rate | 17.8% | 53.5%-35.8pp | 78.7%-60.9pp | 55.2%-37.5pp |
| Annual return | 17.95% | 20.76%-2.8pp | 89.72%-71.8pp | 24.14%-6.2pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $192 | $1,996-90.4% | $5,630-96.6% | $2,980-93.6% |
| Admin fee / account holder | $743 | $2,330-68.1% | $16,006-95.4% | $3,703-79.9% |