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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 | $5,415 | $96,731-94.4% | $123,973-95.6% | $86,983-93.8% |
| Participation rate | 14.3% | 70.0%-55.7pp | 76.7%-62.4pp | 69.5%-55.3pp |
| Annual return | 16.00% | 17.33%-1.3pp | 388.13%-372.1pp | 25.83%-9.8pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $507 | $4,152-87.8% | $5,247-90.3% | $4,194-87.9% |
| Admin fee / account holder | $2,284 | $8,722-73.8% | $11,799-80.6% | $7,856-70.9% |