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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 | $5,725 | $86,050-93.3% | $189,758-97.0% | $94,015-93.9% |
| Participation rate | 34.2% | 68.9%-34.7pp | 79.8%-45.6pp | 70.8%-36.6pp |
| Annual return | 11.49% | 17.77%-6.3pp | 52.62%-41.1pp | 17.84%-6.3pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $491 | $3,349-85.3% | $5,856-91.6% | $4,249-88.4% |
| Admin fee / account holder | $847 | $6,627-87.2% | $20,388-95.8% | $8,951-90.5% |