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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 | $6,140 | $92,076-93.3% | $105,608-94.2% | $77,714-92.1% |
| Participation rate | 4.5% | 81.0%-76.5pp | 75.3%-70.7pp | 70.6%-66.0pp |
| Annual return | 14.95% | 17.84%-2.9pp | 116.50%-101.6pp | 31.26%-16.3pp |
| Employer contribution / active EE | $0 | $3,370-100.0% | $3,167-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $128 | $5,390-97.6% | $5,010-97.4% | $4,649-97.2% |
| Admin fee / account holder | $309 | $219+41.3% | $11,028-97.2% | $433-28.6% |