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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 | $6,612 | $81,262-91.9% | $155,602-95.8% | $80,911-91.8% |
| Participation rate | 18.6% | 66.2%-47.6pp | 78.2%-59.6pp | 67.6%-49.0pp |
| Annual return | 11.48% | 33.34%-21.9pp | 64.81%-53.3pp | 35.63%-24.2pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $466 | $3,451-86.5% | $5,629-91.7% | $4,297-89.2% |
| Admin fee / account holder | $1,874 | $7,992-76.5% | $15,923-88.2% | $6,935-73.0% |