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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 | $5,620 | $81,331-93.1% | $155,534-96.4% | $80,935-93.1% |
| Participation rate | 8.9% | 66.3%-57.3pp | 78.2%-69.3pp | 67.7%-58.7pp |
| Annual return | 20.93% | 33.37%-12.4pp | 64.92%-44.0pp | 35.66%-14.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $454 | $3,454-86.9% | $5,630-91.9% | $4,299-89.4% |
| Admin fee / account holder | $7,003 | $7,999-12.5% | $15,900-56.0% | $6,924+1.1% |