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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 | $6,014 | $130,294-95.4% | $170,057-96.5% | $71,529-91.6% |
| Participation rate | 46.2% | 86.2%-39.9pp | 87.0%-40.8pp | 67.9%-21.7pp |
| Annual return | 22.88% | 20.36%+2.5pp | 53.42%-30.5pp | 28.97%-6.1pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $6,790-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,615 | $6,928-76.7% | $10,411-84.5% | $4,291-62.4% |
| Admin fee / account holder | $334 | $966-65.4% | $12,826-97.4% | $1,588-79.0% |