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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 | $5,879 | $111,785-94.7% | $93,669-93.7% | $145,877-96.0% |
| Participation rate | 21.1% | 74.2%-53.2pp | 68.7%-47.7pp | 80.3%-59.2pp |
| Annual return | 12.16% | 203.79%-191.6pp | 133.59%-121.4pp | 551.28%-539.1pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $358 | $4,919-92.7% | $4,416-91.9% | $6,691-94.6% |
| Admin fee / account holder | $6,141 | $10,256-40.1% | $8,291-25.9% | $13,402-54.2% |