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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 | $5,619 | $63,346-91.1% | $92,240-93.9% | $70,126-92.0% |
| Participation rate | 13.5% | 68.7%-55.2pp | 76.5%-63.0pp | 69.5%-56.0pp |
| Annual return | 27.34% | 530.19%-502.9pp | 176.29%-149.0pp | 73.15%-45.8pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $320 | $2,854-88.8% | $3,897-91.8% | $3,332-90.4% |
| Admin fee / account holder | $458 | $3,841-88.1% | $5,194-91.2% | $4,645-90.1% |