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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 | $100,004-93.9% | $81,438-92.5% | $145,959-95.8% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.5%-49.5pp | 80.3%-60.3pp |
| Annual return | 10.45% | 34.34%-23.9pp | 24.74%-14.3pp | 561.95%-551.5pp |
| Employer contribution / active EE | $0 | $2,970-100.0% | $2,460-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $600 | $4,603-87.0% | $3,883-84.5% | $6,689-91.0% |
| Admin fee / account holder | $379 | $8,202-95.4% | $5,764-93.4% | $13,398-97.2% |