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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 | $43,749-87.7% | $158,223-96.6% | $65,306-91.8% |
| Participation rate | 17.8% | 56.9%-39.1pp | 79.2%-61.4pp | 57.7%-39.9pp |
| Annual return | 17.95% | 19.41%-1.5pp | 52.09%-34.1pp | 21.94%-4.0pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $192 | $2,019-90.5% | $5,467-96.5% | $2,959-93.5% |
| Admin fee / account holder | $743 | $1,930-61.5% | $16,047-95.4% | $3,480-78.6% |