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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 | $5,480 | $76,551-92.8% | $123,894-95.6% | $62,881-91.3% |
| Participation rate | 36.2% | 73.0%-36.8pp | 81.4%-45.2pp | 69.3%-33.1pp |
| Annual return | 11.19% | 18.68%-7.5pp | 47.52%-36.3pp | 20.14%-9.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $797 | $4,840-83.5% | $5,984-86.7% | $3,203-75.1% |
| Admin fee / account holder | $6,829 | $4,826+41.5% | $8,357-18.3% | $4,296+59.0% |