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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 | $5,520 | $84,518-93.5% | $67,704-91.8% | $125,389-95.6% |
| Participation rate | 28.6% | 74.8%-46.2pp | 67.5%-38.9pp | 83.2%-54.6pp |
| Annual return | 1.87% | 2.57%-0.7pp | 25.41%-23.5pp | 282.24%-280.4pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $531 | $4,430-88.0% | $3,585-85.2% | $5,352-90.1% |
| Admin fee / account holder | $8,166 | $5,340+52.9% | $4,255+91.9% | $9,541-14.4% |