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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 | $6,567 | $69,518-90.6% | $59,887-89.0% | $135,379-95.1% |
| Participation rate | 53.8% | 77.8%-24.0pp | 74.7%-20.9pp | 82.6%-28.8pp |
| Annual return | 6.43% | 7.95%-1.5pp | 3.46%+3.0pp | 519.79%-513.4pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $699 | $4,204-83.4% | $3,402-79.5% | $5,609-87.5% |
| Admin fee / account holder | $4,468 | $5,734-22.1% | $3,591+24.4% | $10,828-58.7% |