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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 | $5,728 | $82,882-93.1% | $127,803-95.5% | $72,983-92.2% |
| Participation rate | 21.0% | 71.5%-50.5pp | 79.0%-58.0pp | 69.5%-48.5pp |
| Annual return | 21.47% | 32.20%-10.7pp | 26.14%-4.7pp | 81.01%-59.5pp |
| Employer contribution / active EE | $0 | $3,346-100.0% | $4,576-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $544 | $4,791-88.7% | $6,023-91.0% | $3,608-84.9% |
| Admin fee / account holder | $2,408 | $6,487-62.9% | $9,399-74.4% | $5,124-53.0% |