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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 | $5,348 | $56,063-90.5% | $76,051-93.0% | $80,911-93.4% |
| Participation rate | 6.1% | 62.0%-56.0pp | 69.1%-63.0pp | 67.6%-61.6pp |
| Annual return | 14.68% | 20.54%-5.9pp | 360.42%-345.7pp | 35.63%-20.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $211 | $3,052-93.1% | $4,257-95.0% | $4,297-95.1% |
| Admin fee / account holder | $934 | $5,240-82.2% | $6,416-85.4% | $6,935-86.5% |