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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 | $6,319 | $80,985-92.2% | $96,576-93.5% | $75,181-91.6% |
| Participation rate | 13.9% | 71.8%-57.9pp | 76.0%-62.1pp | 67.2%-53.3pp |
| Annual return | 19.85% | 27.05%-7.2pp | 25.87%-6.0pp | 160.69%-140.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $405 | $3,929-89.7% | $4,851-91.7% | $4,126-90.2% |
| Admin fee / account holder | $1,510 | $6,719-77.5% | $8,253-81.7% | $5,650-73.3% |