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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 | $6,784 | $115,911-94.1% | $100,530-93.3% | $158,950-95.7% |
| Participation rate | 13.6% | 81.6%-68.0pp | 79.4%-65.8pp | 82.0%-68.3pp |
| Annual return | 16.43% | 34.80%-18.4pp | 30.89%-14.5pp | 302.91%-286.5pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,102 | $6,676-83.5% | $6,271-82.4% | $5,983-81.6% |
| Admin fee / account holder | $2,858 | $10,999-74.0% | $8,083-64.6% | $11,248-74.6% |