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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 | $6,328 | $91,198-93.1% | $178,503-96.5% | $79,856-92.1% |
| Participation rate | 29.4% | 69.2%-39.8pp | 81.9%-52.5pp | 69.6%-40.2pp |
| Annual return | 13.45% | 24.20%-10.8pp | 151.12%-137.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $311 | $3,237-90.4% | $5,202-94.0% | $3,741-91.7% |
| Admin fee / account holder | $477 | $6,748-92.9% | $13,987-96.6% | $5,306-91.0% |