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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 | $6,990 | $73,978-90.6% | $96,515-92.8% | $75,173-90.7% |
| Participation rate | 49.1% | 66.4%-17.3pp | 74.3%-25.2pp | 67.2%-18.1pp |
| Annual return | 23.49% | 26.72%-3.2pp | 35.73%-12.2pp | 160.72%-137.2pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $118 | $3,660-96.8% | $4,880-97.6% | $4,126-97.1% |
| Admin fee / account holder | $375 | $5,219-92.8% | $6,735-94.4% | $5,651-93.4% |