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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 | $6,617 | $115,917-94.3% | $100,535-93.4% | $158,982-95.8% |
| Participation rate | 42.9% | 81.6%-38.7pp | 79.4%-36.6pp | 82.0%-39.1pp |
| Annual return | 9.29% | 34.80%-25.5pp | 30.90%-21.6pp | 302.99%-293.7pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,709 | $6,677-74.4% | $6,271-72.8% | $5,983-71.4% |
| Admin fee / account holder | $4,886 | $11,002-55.6% | $8,085-39.6% | $11,252-56.6% |