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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 | $5,388 | $106,588-94.9% | $94,215-94.3% | $155,188-96.5% |
| Participation rate | 33.3% | 74.3%-40.9pp | 70.0%-36.6pp | 80.8%-47.5pp |
| Annual return | 6.26% | 29.39%-23.1pp | 28.22%-22.0pp | 148.84%-142.6pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $830 | $4,802-82.7% | $4,276-80.6% | $6,531-87.3% |
| Admin fee / account holder | $31,284 | $12,281+154.7% | $10,216+206.2% | $14,480+116.0% |