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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 | $5,896 | $124,980-95.3% | $108,359-94.6% | $154,746-96.2% |
| Participation rate | 35.7% | 75.2%-39.5pp | 70.1%-34.4pp | 80.7%-45.0pp |
| Annual return | 10.13% | 45.00%-34.9pp | 36.89%-26.8pp | 172.34%-162.2pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $555 | $4,743-88.3% | $4,137-86.6% | $6,730-91.7% |
| Admin fee / account holder | $3,961 | $11,502-65.6% | $9,741-59.3% | $14,365-72.4% |