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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 | $6,021 | $210,991-97.1% | $153,741-96.1% | $145,897-95.9% |
| Participation rate | 33.3% | 82.1%-48.8pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 10.02% | 13.46%-3.4pp | 15.71%-5.7pp | 552.29%-542.3pp |
| Employer contribution / active EE | $0 | $6,057-100.0% | $5,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $165 | $7,979-97.9% | $6,757-97.6% | $6,689-97.5% |
| Admin fee / account holder | $8,698 | $19,490-55.4% | $12,749-31.8% | $13,390-35.0% |