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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 | $7,586 | $83,337-90.9% | $67,834-88.8% | $273,972-97.2% |
| Participation rate | 29.4% | 76.4%-47.0pp | 68.8%-39.4pp | 83.0%-53.6pp |
| Annual return | 5.58% | 259.45%-253.9pp | 138.47%-132.9pp | 41.46%-35.9pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $718 | $4,088-82.4% | $3,160-77.3% | $5,287-86.4% |
| Admin fee / account holder | $4,012 | $6,752-40.6% | $4,622-13.2% | $10,133-60.4% |