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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 | $7,921 | $106,524-92.6% | $152,301-94.8% | $87,485-90.9% |
| Participation rate | 18.1% | 75.8%-57.7pp | 82.4%-64.4pp | 68.9%-50.9pp |
| Annual return | 14.17% | 26.89%-12.7pp | 80.50%-66.3pp | 26.06%-11.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $537 | $6,525-91.8% | $8,004-93.3% | $4,274-87.4% |
| Admin fee / account holder | $1,034 | $8,287-87.5% | $14,398-92.8% | $7,775-86.7% |