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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 | $6,931 | $124,425-94.4% | $112,040-93.8% | $137,256-95.0% |
| Participation rate | 13.0% | 79.3%-66.3pp | 76.5%-63.4pp | 80.0%-66.9pp |
| Annual return | 12.12% | 24.72%-12.6pp | 24.52%-12.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $431 | $5,718-92.5% | $5,098-91.5% | $6,407-93.3% |
| Admin fee / account holder | $6,083 | $15,207-60.0% | $12,098-49.7% | $12,270-50.4% |