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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 | $5,598 | $61,166-90.8% | $185,837-97.0% | $79,393-92.9% |
| Participation rate | 11.1% | 66.6%-55.5pp | 81.7%-70.6pp | 70.7%-59.6pp |
| Annual return | 13.05% | 19.45%-6.4pp | 122.08%-109.0pp | 116.87%-103.8pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,168-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $289 | $2,789-89.6% | $5,568-94.8% | $4,046-92.8% |
| Admin fee / account holder | $363 | $710-48.8% | $16,241-97.8% | $627-42.0% |