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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 | $6,900 | $81,358-91.5% | $155,556-95.6% | $80,959-91.5% |
| Participation rate | 18.4% | 66.3%-47.9pp | 78.2%-59.9pp | 67.7%-49.3pp |
| Annual return | 20.49% | 33.39%-12.9pp | 64.84%-44.3pp | 35.67%-15.2pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $495 | $3,455-85.7% | $5,631-91.2% | $4,300-88.5% |
| Admin fee / account holder | $382 | $7,994-95.2% | $15,885-97.6% | $6,925-94.5% |