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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 | $4,888 | $135,956-96.4% | $123,894-96.1% | $273,972-98.2% |
| Participation rate | 20.0% | 84.1%-64.1pp | 81.4%-61.4pp | 83.0%-63.0pp |
| Annual return | 20.93% | 56.63%-35.7pp | 47.52%-26.6pp | 41.46%-20.5pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,734 | $6,343-72.7% | $5,984-71.0% | $5,287-67.2% |
| Admin fee / account holder | $2,295 | $9,817-76.6% | $8,357-72.5% | $10,133-77.4% |