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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 | $6,574 | $141,004-95.3% | $112,273-94.1% | $139,456-95.3% |
| Participation rate | 50.0% | 79.2%-29.2pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 17.62% | 32.75%-15.1pp | 30.23%-12.6pp | 373.45%-355.8pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,144 | $5,878-80.5% | $4,800-76.2% | $6,711-83.0% |
| Admin fee / account holder | $1,338 | $9,959-86.6% | $7,752-82.7% | $11,407-88.3% |