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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 | $5,668 | $91,179-93.8% | $178,499-96.8% | $79,852-92.9% |
| Participation rate | 30.0% | 69.2%-39.2pp | 81.9%-51.9pp | 69.6%-39.6pp |
| Annual return | 14.12% | 24.19%-10.1pp | 151.10%-137.0pp | 31.72%-17.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $533 | $3,236-83.5% | $5,202-89.7% | $3,740-85.7% |
| Admin fee / account holder | $1,976 | $6,749-70.7% | $13,986-85.9% | $5,306-62.8% |