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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 | $7,121 | $77,449-90.8% | $69,483-89.8% | $152,909-95.3% |
| Participation rate | 52.6% | 78.1%-25.5pp | 74.6%-22.0pp | 82.5%-29.8pp |
| Annual return | 23.28% | 39.09%-15.8pp | 28.99%-5.7pp | 345.46%-322.2pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $641 | $4,415-85.5% | $3,537-81.9% | $5,851-89.0% |
| Admin fee / account holder | $372 | $6,210-94.0% | $3,841-90.3% | $11,601-96.8% |