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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 | $5,646 | $99,345-94.3% | $84,753-93.3% | $273,972-97.9% |
| Participation rate | 39.1% | 80.7%-41.6pp | 76.6%-37.5pp | 83.0%-43.9pp |
| Annual return | 6.28% | 22.93%-16.7pp | 22.78%-16.5pp | 41.46%-35.2pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $111 | $4,270-97.4% | $3,712-97.0% | $5,287-97.9% |
| Admin fee / account holder | $2,779 | $6,645-58.2% | $5,333-47.9% | $10,133-72.6% |