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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 | $63,949-90.5% | $129,031-95.3% | $94,015-93.6% |
| Participation rate | 33.7% | 63.4%-29.7pp | 73.4%-39.6pp | 70.8%-37.1pp |
| Annual return | 21.86% | 17.56%+4.3pp | 34.67%-12.8pp | 17.84%+4.0pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $3,226-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $829 | $3,686-77.5% | $5,217-84.1% | $4,249-80.5% |
| Admin fee / account holder | $476 | $5,523-91.4% | $13,208-96.4% | $8,951-94.7% |