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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 | $5,171 | $76,551-93.2% | $123,894-95.8% | $62,881-91.8% |
| Participation rate | 10.9% | 73.0%-62.1pp | 81.4%-70.5pp | 69.3%-58.4pp |
| Annual return | 8.58% | 18.68%-10.1pp | 47.52%-38.9pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $266 | $4,840-94.5% | $5,984-95.6% | $3,203-91.7% |
| Admin fee / account holder | $677 | $4,826-86.0% | $8,357-91.9% | $4,296-84.2% |