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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 | $5,342 | $91,559-94.2% | $133,971-96.0% | $79,852-93.3% |
| Participation rate | 37.5% | 73.3%-35.8pp | 79.8%-42.3pp | 69.6%-32.1pp |
| Annual return | 17.54% | 61.85%-44.3pp | 45.09%-27.6pp | 31.72%-14.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $678 | $3,734-81.8% | $5,047-86.6% | $3,740-81.9% |
| Admin fee / account holder | $1,014 | $6,321-84.0% | $8,929-88.6% | $5,306-80.9% |