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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 | $6,668 | $79,557-91.6% | $118,746-94.4% | $70,126-90.5% |
| Participation rate | 5.6% | 71.4%-65.7pp | 78.3%-72.6pp | 69.5%-63.9pp |
| Annual return | 29.43% | 25.64%+3.8pp | 24.54%+4.9pp | 73.15%-43.7pp |
| Employer contribution / active EE | $0 | $2,861-100.0% | $4,193-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $154 | $4,089-96.2% | $5,332-97.1% | $3,332-95.4% |
| Admin fee / account holder | $1,344 | $5,374-75.0% | $10,720-87.5% | $4,645-71.1% |