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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 | $5,746 | $48,078-88.0% | $78,676-92.7% | $62,881-90.9% |
| Participation rate | 62.5% | 65.2%-2.7pp | 73.6%-11.1pp | 69.3%-6.8pp |
| Annual return | 10.25% | 31.36%-21.1pp | 62.19%-51.9pp | 20.14%-9.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $177 | $2,587-93.2% | $3,517-95.0% | $3,203-94.5% |
| Admin fee / account holder | $1,643 | $3,206-48.7% | $4,510-63.6% | $4,296-61.7% |