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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 | $6,587 | $211,288-96.9% | $178,540-96.3% | $145,884-95.5% |
| Participation rate | 28.6% | 80.8%-52.2pp | 77.1%-48.5pp | 80.3%-51.7pp |
| Annual return | 12.60% | 30.27%-17.7pp | 27.15%-14.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $927 | $6,967-86.7% | $6,281-85.2% | $6,690-86.1% |
| Admin fee / account holder | $1,740 | $12,105-85.6% | $10,424-83.3% | $13,392-87.0% |