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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 | $8,177 | $51,606-84.2% | $129,339-93.7% | $80,911-89.9% |
| Participation rate | 40.8% | 57.0%-16.1pp | 69.6%-28.8pp | 67.6%-26.8pp |
| Annual return | 14.89% | 20.76%-5.9pp | 9437.05%-9422.2pp | 35.63%-20.7pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $692 | $2,669-74.1% | $4,170-83.4% | $4,297-83.9% |
| Admin fee / account holder | $2,266 | $4,310-47.4% | $7,668-70.4% | $6,935-67.3% |