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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 | $6,929 | $141,004-95.1% | $112,273-93.8% | $139,466-95.0% |
| Participation rate | 6.7% | 79.2%-72.5pp | 72.4%-65.8pp | 80.3%-73.7pp |
| Annual return | 14.16% | 32.75%-18.6pp | 30.23%-16.1pp | 373.66%-359.5pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $931 | $5,878-84.2% | $4,800-80.6% | $6,712-86.1% |
| Admin fee / account holder | $1,044 | $9,959-89.5% | $7,752-86.5% | $11,409-90.8% |