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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 | $4,835 | $58,241-91.7% | $81,780-94.1% | $80,911-94.0% |
| Participation rate | 16.1% | 63.4%-47.3pp | 72.4%-56.2pp | 67.6%-51.5pp |
| Annual return | 13.07% | 41.73%-28.7pp | 776.27%-763.2pp | 35.63%-22.6pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $287 | $3,283-91.3% | $4,321-93.4% | $4,297-93.3% |
| Admin fee / account holder | $3,214 | $4,973-35.4% | $7,384-56.5% | $6,935-53.7% |