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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 | $6,114 | $100,262-93.9% | $81,370-92.5% | $145,897-95.8% |
| Participation rate | 20.0% | 74.3%-54.3pp | 69.5%-49.5pp | 80.3%-60.3pp |
| Annual return | 10.45% | 34.52%-24.1pp | 24.85%-14.4pp | 552.29%-541.8pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $600 | $4,612-87.0% | $3,885-84.6% | $6,689-91.0% |
| Admin fee / account holder | $379 | $8,163-95.4% | $5,749-93.4% | $13,390-97.2% |