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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 | $6,031 | $78,682-92.3% | $109,188-94.5% | $85,851-93.0% |
| Participation rate | 10.0% | 68.3%-58.3pp | 75.9%-65.9pp | 69.3%-59.3pp |
| Annual return | 30.18% | 25.09%+5.1pp | 25.76%+4.4pp | 318.63%-288.5pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $564 | $3,468-83.7% | $4,654-87.9% | $3,952-85.7% |
| Admin fee / account holder | $3,484 | $5,470-36.3% | $6,755-48.4% | $6,261-44.3% |