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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 | $5,999 | $108,882-94.5% | $96,754-93.8% | $154,746-96.1% |
| Participation rate | 23.1% | 75.1%-52.0pp | 70.3%-47.2pp | 80.7%-57.6pp |
| Annual return | 14.22% | 98.39%-84.2pp | 82.04%-67.8pp | 172.34%-158.1pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $988 | $5,323-81.4% | $4,758-79.2% | $6,730-85.3% |
| Admin fee / account holder | $7,533 | $10,200-26.2% | $8,905-15.4% | $14,365-47.6% |