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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 | $6,562 | $106,280-93.8% | $96,538-93.2% | $139,487-95.3% |
| Participation rate | 15.4% | 77.8%-62.5pp | 74.3%-59.0pp | 80.3%-65.0pp |
| Annual return | 17.51% | 38.48%-21.0pp | 35.74%-18.2pp | 373.84%-356.3pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,179 | $5,457-78.4% | $4,880-75.9% | $6,713-82.4% |
| Admin fee / account holder | $548 | $7,888-93.1% | $6,737-91.9% | $11,407-95.2% |