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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 | $7,435 | $57,352-87.0% | $83,830-91.1% | $64,173-88.4% |
| Participation rate | 50.0% | 68.6%-18.6pp | 76.1%-26.1pp | 69.6%-19.6pp |
| Annual return | 5.82% | 11.38%-5.6pp | 850.97%-845.1pp | 7.63%-1.8pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $59 | $2,993-98.0% | $4,082-98.5% | $3,470-98.3% |
| Admin fee / account holder | $742 | $4,046-81.7% | $5,479-86.5% | $4,887-84.8% |