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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 | $5,464 | $64,920-91.6% | $103,693-94.7% | $86,983-93.7% |
| Participation rate | 11.1% | 63.6%-52.5pp | 72.6%-61.5pp | 69.5%-58.4pp |
| Annual return | 12.44% | 30.29%-17.9pp | 47.61%-35.2pp | 25.83%-13.4pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $127 | $3,241-96.1% | $4,579-97.2% | $4,194-97.0% |
| Admin fee / account holder | $497 | $6,191-92.0% | $7,858-93.7% | $7,856-93.7% |