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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 | $5,920 | $63,365-90.7% | $91,994-93.6% | $72,976-91.9% |
| Participation rate | 45.8% | 72.5%-26.7pp | 78.6%-32.9pp | 69.5%-23.7pp |
| Annual return | 33.50% | 35.35%-1.9pp | 69.04%-35.5pp | 81.02%-47.5pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,712 | $4,883-64.9% | $5,924-71.1% | $3,608-52.5% |
| Admin fee / account holder | $574 | $4,670-87.7% | $7,744-92.6% | $5,124-88.8% |