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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 | $6,064 | $60,442-90.0% | $96,754-93.7% | $87,485-93.1% |
| Participation rate | 33.7% | 58.7%-25.0pp | 70.3%-36.6pp | 68.9%-35.2pp |
| Annual return | 21.86% | 21.97%-0.1pp | 82.04%-60.2pp | 26.06%-4.2pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $829 | $3,280-74.7% | $4,758-82.6% | $4,274-80.6% |
| Admin fee / account holder | $476 | $5,069-90.6% | $8,905-94.7% | $7,775-93.9% |