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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 | $5,580 | $64,311-91.3% | $57,356-90.3% | $125,389-95.5% |
| Participation rate | 33.3% | 78.6%-45.3pp | 75.1%-41.7pp | 83.2%-49.9pp |
| Annual return | 0.43% | 25.14%-24.7pp | 24.41%-24.0pp | 282.24%-281.8pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $583 | $3,846-84.8% | $3,162-81.5% | $5,352-89.1% |
| Admin fee / account holder | $1,051 | $5,243-80.0% | $3,357-68.7% | $9,541-89.0% |