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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 | $7,539 | $124,330-93.9% | $109,173-93.1% | $167,536-95.5% |
| Participation rate | 62.5% | 79.5%-17.0pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 10.38% | 26.04%-15.7pp | 25.75%-15.4pp | 478.82%-468.4pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $63 | $5,256-98.8% | $4,654-98.7% | $6,342-99.0% |
| Admin fee / account holder | $347 | $7,974-95.7% | $6,755-94.9% | $12,315-97.2% |