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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 | $5,778 | $91,179-93.7% | $178,499-96.8% | $79,852-92.8% |
| Participation rate | 12.2% | 69.2%-57.0pp | 81.9%-69.7pp | 69.6%-57.4pp |
| Annual return | 20.16% | 24.19%-4.0pp | 151.10%-130.9pp | 31.72%-11.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $611 | $3,236-81.1% | $5,202-88.3% | $3,740-83.7% |
| Admin fee / account holder | $442 | $6,749-93.5% | $13,986-96.8% | $5,306-91.7% |