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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 | $6,844 | $77,920-91.2% | $149,723-95.4% | $75,177-90.9% |
| Participation rate | 6.9% | 65.6%-58.7pp | 78.8%-71.9pp | 67.2%-60.3pp |
| Annual return | 16.40% | 31.72%-15.3pp | 134.50%-118.1pp | 160.75%-144.4pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $306 | $3,411-91.0% | $5,682-94.6% | $4,126-92.6% |
| Admin fee / account holder | $534 | $5,951-91.0% | $13,215-96.0% | $5,651-90.6% |